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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 tax adviser or accountant with personal tax experience required.
- 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:
- Tips for interview:
- KPMG values:
- KPMG Competencies:
- KPMG Locations and FAQ: +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: KPMG-7
Contact Detail:
KPMG-7 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 the specific tax issues faced by high net worth individuals and entrepreneurial businesses. Understanding these nuances will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 2
Network with professionals in the tax advisory field, especially those who work with family offices and private clients. Attend relevant industry events or webinars to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed complex tax issues or provided bespoke solutions. This will showcase your problem-solving skills and ability to deliver high-quality service, which is crucial for this role.
✨Tip Number 4
Research KPMG's values and culture thoroughly. Be ready to articulate how your personal values align with theirs, as cultural fit is often a key consideration in the hiring process.
We think you need these skills to ace Family Office & Private Client - Tax Assistant Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Family Office & Private Client - Tax Assistant Manager position. Tailor your application to highlight relevant experience in personal tax and advisory roles.
Highlight Relevant Qualifications: Clearly state your qualifications such as ATT, CTA, ACA, or ACCA. If you have qualified through experience, ensure you explain this in your CV and cover letter, showcasing how your background aligns with the role.
Showcase Interpersonal Skills: Since strong interpersonal skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues, as well as your experience in managing client relationships.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the specific skills and experiences that KPMG is looking for. Use keywords from the job description and focus on your analytical skills and ability to deliver bespoke tax solutions.
How to prepare for a job interview at KPMG-7
✨Understand KPMG's Values
Before your interview, take some time to familiarise yourself with KPMG's core values. They place a strong emphasis on diversity, inclusion, and teamwork, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Tax Knowledge
As a Family Office & Private Client Tax Assistant Manager, you'll need to demonstrate a solid understanding of personal tax issues. Be ready to discuss specific tax scenarios you've encountered and how you provided bespoke solutions for clients.
✨Highlight Your Interpersonal Skills
Strong communication and interpersonal skills are crucial in this role. Prepare examples of how you've successfully managed client relationships or worked collaboratively within a team to achieve results.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to navigate complex tax situations and be ready to explain your thought process and the outcomes.
