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- Tasks: Join our team to provide bespoke tax advice to high net worth clients.
- Company: KPMG is a leading professional services firm committed to diversity and inclusion.
- Benefits: Enjoy flexible working options, training, and a supportive work environment.
- Why this job: Be part of a dynamic team solving complex tax issues for exciting clients.
- Qualifications: Qualified accountant or tax advisor with personal tax experience preferred.
- Other info: Open to applicants with relevant experience and a passion for client service.
The predicted salary is between 36000 - 60000 £ per year.
Job details
Location: Reading
Capability: Tax & Law
Experience Level: Associate/Assistant Manager
Type: Full Time
Service Line: FOPC&R
Contract type: Permanent
Job description
Base Location : Reading
Why Join KPMG as a Family Office & Private Client Tax Assistant Manager
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.
We are currently recruiting for a FO & PC Tax Assistant Manager to join our successful Family Office & Private Client team based in Bristol or Reading.
The Team
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 (ATT, 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.
What will you be doing?
This is primarily an advisory role and it entails working with high net worth individuals – both with UK affairs and international tax issues and also working with entrepreneurial businesses and shareholder owned companies.
More specifically, some of the responsibilities will include:
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?
Candidates interested in this role should have the following skills and qualifications:
Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base.
Academically strong results in 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.
In particular, the role will suit either a high performing Assistant Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team.
We are also open to applicants from individuals with other relevant tax or accountancy experience that hold a suitable qualification and can demonstrate exceptional client service and a desire to develop in a new area of tax.
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.
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.
Find out more:
Within Tax we have a range of divisions and specialisms. Click the links to find out more below:
- Tax at KPMG Tax & Law (kpmgcareers.co.uk)
- About our firm: About our firm (kpmgcareers.co.uk)
- KPMG Culture. Being Inclusive: Being inclusive (kpmgcareers.co.uk)
- KPMG Workability and Disability confidence: Need Support? Let us know (kpmgcareers.co.uk)
For additional support in applying, please click the clinks to find out more:
- Applying to KPMG: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/
- Tips for interview: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/application-advice/
- KPMG values: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/our-values/
- KPMG Competencies: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/kpmg-competencies/
- KPMG Locations and FAQ: www.kpmgcareers.co.uk/faq/?category=Experienced+professionals
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.
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Family Office & Private Client - Tax Assistant Manager employer: J.P. Morgan
Contact Detail:
J.P. Morgan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Family Office & Private Client - Tax Assistant Manager
✨Tip Number 1
Familiarise yourself with KPMG's values and culture. Understanding their commitment to diversity and inclusion will help you align your responses during interviews, showcasing how your personal values resonate with theirs.
✨Tip Number 2
Network with current or former employees of KPMG, especially those in the Family Office & Private Client team. They can provide insights into the team dynamics and expectations, which can be invaluable for your interview preparation.
✨Tip Number 3
Stay updated on current tax legislation and trends affecting high net worth individuals. Being able to discuss recent changes or challenges in the tax landscape will demonstrate your expertise and proactive approach during discussions.
✨Tip Number 4
Prepare examples of how you've provided bespoke tax solutions in previous roles. Highlighting your problem-solving skills and ability to manage complex client portfolios will set you apart as a strong candidate for this advisory position.
We think you need these skills to ace Family Office & Private Client - Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax and advisory roles. Emphasise your qualifications (ATT, CTA, ACA/ACCA) and any specific achievements that demonstrate your ability to manage complex client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the issues facing high net worth individuals and your ability to provide bespoke tax solutions. Mention your motivation for applying to KPMG and how you align with their values.
Highlight Interpersonal Skills: In your application, emphasise your strong interpersonal and communication skills. Provide examples of how you've successfully worked in teams or managed client relationships, as these are crucial for the role.
Showcase Analytical Skills: Demonstrate your analytical skills by discussing specific instances where you've resolved complex tax issues or provided innovative solutions. This will show your capability to handle the responsibilities outlined in the job description.
How to prepare for a job interview at J.P. Morgan
✨Understand the Role
Make sure you have a solid grasp of what the Family Office & Private Client Tax Assistant Manager role entails. Familiarise yourself with the specific responsibilities, such as managing complex client portfolios and providing bespoke tax solutions.
✨Showcase Your Qualifications
Highlight your qualifications, whether it's ATT, CTA, ACA, or ACCA. Be prepared to discuss how your academic background and professional experience align with the requirements of the role, especially in personal tax.
✨Demonstrate Interpersonal Skills
Since strong interpersonal skills are crucial for this position, be ready to provide examples of how you've effectively communicated with clients or worked within a team. This will show that you can build relationships and deliver excellent client service.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you provided creative tax solutions or managed complex assignments, and be ready to discuss these in detail.