Senior Manager - Private Client Tax

Location: 

Manchester

Category:  Sct & Nth Family Office & Private Client
Business Unit: 

The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager.

 

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

 

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.


Responsibilities

  • Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.

  • You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.

  • Assist in the management of the local team and take responsibility for the coaching and development of other team members.

  • Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.

  • Assessing client’s personal tax position before developing and researching innovative solutions.

  • Project managing the delivery of complex tax advice and the subsequent implementation of that advice.

  • Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls.

 

Qualifications and Skills

  • University degree

  • ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

 

Experience and Background

  • Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.

  • Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.

  • Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.

  • A passion for delivering exceptional service achieved by strength and depth of client relationships.

  • Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.

  • A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.

  • Be a self-starter who grasps market opportunities to develop new business.

 

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