Family Office Tax Manager – Private Client Advisory | KPMG UK

Posted Date: October 27, 2024 | Posted By: Hamzah Yousaf

At KPMG, we believe our values and diverse workforce are our greatest strengths. We are committed to building an inclusive culture that fuels innovation and integrity across our services. Our Family Office and Private Client (FO&PC) team is dedicated to delivering bespoke tax solutions and exceptional service to high net worth individuals across the UK and globally. Explore a career in the UK as a Family Office Tax Manager and contribute to meaningful work in a professional services leader.

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Posted on: October 27, 2024
Category: Accountant
Skill: Capital Gains Tax | Client Relationship Management | Income Tax | Inheritance Tax | Personal Tax Advisory
City: Bristol | Reading
Country: United Kingdom (UK)
Province: Bristol
Education: AAT | ACA | ACCA | CTA
Last Date: February 25, 2025
Vacancies: 01
Company: KPMG
Address: 15 Canada Square, London E14 5GL United Kingdom

Tax Manager – Family Office & Private Client Advisory

About KPMG

At KPMG, we believe our values and diverse workforce are our greatest strengths. We are committed to building an inclusive culture that fuels innovation and integrity across our services. Our Family Office and Private Client (FO&PC) team is dedicated to delivering bespoke tax solutions and exceptional service to high net worth individuals across the UK and globally. Explore a career in the UK as a Family Office Tax Manager and contribute to meaningful work in a professional services leader.

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About the FO&PC Team

Our FO&PC practice consists of 162 skilled professionals across the UK, led by a collaborative team of 5 Partners, 3 Associate Partners, and 12 Directors. The FO&PC division operates nationwide, focusing on these five areas:

  • Transactions and Entrepreneurial Shareholders
  • Ultra High Net Worth Individuals
  • International Tax Solutions
  • Partnerships
  • Investigations and Enquiries

Role: Family Office Tax Manager

We are looking for an experienced Tax Manager to join our FO&PC team in Bristol or Reading. This role involves high-level advisory responsibilities and engaging with high net worth individuals and family-owned businesses, including complex UK and international tax issues.

Key Responsibilities

  • Delivering tailored, high-quality personal tax services to a portfolio of clients.
  • Managing complex client portfolios with expertise in inheritance tax, capital gains tax, income tax, and more.
  • Providing innovative tax solutions for one-off advisory assignments.
  • Leading tax advisory projects, ensuring adherence to deadlines, compliance, and risk management.
  • Supporting career development for junior and newly qualified team members.

Qualifications, Skills & Experience

To excel as a Family Office Tax Manager at KPMG, candidates should have:

  • Qualifications: ATT, CTA, ACA, or ACCA, with a strong academic background.
  • Personal Tax Experience: Demonstrated expertise in personal tax, ideally with high net worth and international exposure.
  • Analytical Skills: A commercial approach to solving complex tax issues with bespoke solutions.
  • Communication: Strong interpersonal and communication skills, with the ability to deliver effective, tailored advice.
  • Teamwork: A proactive approach to both team collaboration and individual initiative.

Flexible Work Environment at KPMG

We understand that every employee’s work preferences and needs differ. With flexible working options, we strive to support your career and lifestyle goals. Our ‘Our Deal’ program offers benefits ranging from career development and secondment opportunities to preferential banking and a birthday holiday.

KPMG is committed to fostering an empowering environment to support your career goals. Apply now for this rewarding role in Family Office & Private Client Advisory.

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