KPMG UK
Family Office and Private Client - Tax Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Family Office and Private Client – Tax Manager – London
At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.
Why join KPMG as a Family Office & Private Client Tax Manager?
We are looking for a Manager to join the FO&PC team in London. As a national practice our FO&PC team consists of 159 team members across the UK, led by 11 Partners and 16 Directors. We work with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships.
If you are a highly motivated qualified tax adviser/ accountant (CTA or ACA/ACCA) with experience of working in personal tax, then we’d love to hear from you.
We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too.
This is primarily an advisory role and it entails working with high net worth individuals – both with UK and international tax issues and also working with the owners of entrepreneurial businesses, assisting with their tax affairs.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What will you be doing?
- Ensuring the delivery of a high quality personal tax service to our clients.
- Managing a diverse portfolio of more complex clients and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
- Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions to one-off assignments.
- Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met.
- Managing work in progress and ensuring prompt billing and cash collection.
- Overseeing the performance and career development of partly and newly qualified staff.
What will you need to do it?
Minimum Criteria:
- Qualified tax adviser or accountant (CTA, ACA/ACCA or STEP) with experience gained in a personal tax environment and exposure to a broad range of private clients.
- Proven private client tax advisory experience, including the ability to prepare and review technically accurate tax advice.
- Strong client and stakeholder management skills, with experience working collaboratively across teams and effectively delegating work where appropriate.
Skills & Experience
Candidates interested in this role should have the following skills and qualifications:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Academically strong results in your career to date coupled with a keen and insightful understanding of the issues facing private clients.
- Strong interpersonal skills are required in addition to strong oral and written communication skills.
- A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
- An ability to work as part of a team as well as on their own initiative.
- A commitment to clients, colleagues and KPMG.
- High level of analytical skills and a commercial approach to resolving issues and providing advice.
We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.
To discuss this or wider Tax roles with our recruitment team, all you need to do is apply, create a profile, upload your CV and begin to make your mark with KPMG.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location