Manager, Private Client Tax - Advisory
Manager, Private Client Tax - Advisory

Manager, Private Client Tax - Advisory

Midlothian Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage personal tax services for high net worth clients and provide bespoke tax advice.
  • Company: Join KPMG, a leading global firm known for its commitment to client success and employee development.
  • Benefits: Enjoy flexible working options, secondment opportunities, and a day off on your birthday.
  • Why this job: Be part of a dynamic team solving complex tax issues while advancing your career in a supportive environment.
  • Qualifications: Qualified accountant or tax advisor with personal tax experience and strong interpersonal skills required.
  • Other info: Work in Edinburgh or Glasgow and contribute to a diverse portfolio of clients.

The predicted salary is between 43200 - 72000 £ per year.

The Team

As a national practice our FO&PC team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners, and 12 Directors. We are a nationally run business with five core service areas: Transactions and Entrepreneurial Shareholders; Ultra High Net Worth Individuals; International; Partnerships; Investigations and Enquiries.

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 senior 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.

The Role

We are looking for a Manager to join FO&PC team in the North and Scotland region (based in Edinburgh or Glasgow). 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.

Qualifications, Skills & Experience

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.

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.

Manager, Private Client Tax - Advisory employer: KPMG-7

KPMG is an exceptional employer, offering a dynamic work culture in the vibrant cities of Edinburgh and Glasgow. With a strong commitment to employee growth, we provide tailored training and development opportunities, alongside flexible working options that cater to individual needs. Our unique benefits, including secondment opportunities and a day off on your birthday, reflect our dedication to recognising and rewarding the contributions of our team members.
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Contact Detail:

KPMG-7 Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Manager, Private Client Tax - Advisory

✨Tip Number 1

Network with professionals in the tax advisory field, especially those who work with high net worth individuals. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in personal tax.

✨Tip Number 2

Familiarise yourself with the specific tax issues faced by high net worth clients, such as inheritance tax and international tax matters. This knowledge will help you stand out during interviews and demonstrate your understanding of the role.

✨Tip Number 3

Showcase your project management skills by discussing any relevant experience managing complex assignments. Highlight how you ensured compliance and met deadlines, as these are crucial aspects of the role.

✨Tip Number 4

Prepare to discuss your approach to delivering bespoke tax solutions. Think of examples where you provided creative advice to clients, as this will illustrate your ability to think outside the box and meet client needs effectively.

We think you need these skills to ace Manager, Private Client Tax - Advisory

Qualified Accountant (ATT, CTA, ACA, ACCA)
Personal Tax Advisory Experience
Knowledge of Inheritance Tax
Understanding of Capital Gains Tax
Expertise in Income Tax
International Tax Knowledge
Client Relationship Management
Bespoke Tax Solutions Development
Project Management Skills
Risk Management and Compliance
Strong Analytical Skills
Interpersonal Skills
Oral and Written Communication Skills
Team Collaboration
Initiative and Self-Motivation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in personal tax and advisory roles. Emphasise your qualifications (ATT, CTA, ACA, or ACCA) and any relevant 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 specific experiences where you successfully managed tax advisory assignments.

Highlight Interpersonal Skills: In your application, emphasise your strong interpersonal skills and your ability to communicate effectively with clients. Provide examples of how you've built relationships and delivered high-quality service in previous roles.

Showcase Analytical Skills: Demonstrate your analytical skills by discussing specific instances where you resolved complex tax issues. Highlight your commercial approach and how it benefited your clients, showcasing your problem-solving abilities.

How to prepare for a job interview at KPMG-7

✨Understand the Role

Make sure you have a solid grasp of the responsibilities and expectations for the Manager, Private Client Tax role. Familiarise yourself with the specific tax issues mentioned in the job description, such as inheritance tax and international tax matters, so you can discuss them confidently.

✨Showcase Your Experience

Prepare to discuss your previous experience in personal tax advisory roles. Highlight any complex client portfolios you've managed and be ready to provide examples of bespoke tax solutions you've developed for high net worth individuals.

✨Demonstrate Interpersonal Skills

Since strong interpersonal skills are crucial for this role, think of examples where you've successfully communicated complex tax issues to clients or worked collaboratively within a team. This will show that you can build relationships and work effectively with others.

✨Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, the types of clients you'll be working with, and the challenges they face. This not only shows your interest in the role but also your understanding of the industry and the specific needs of private clients.

Manager, Private Client Tax - Advisory
KPMG-7
K
  • Manager, Private Client Tax - Advisory

    Midlothian
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-06-07

  • K

    KPMG-7

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