At a Glance
- Tasks: Manage personal tax services for high net worth clients and provide bespoke tax solutions.
- Company: Join KPMG, a leading professional services firm with a commitment 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 while developing your career.
- Qualifications: Qualified accountant or tax advisor with personal tax experience and strong communication skills.
- Other info: Work in Edinburgh or Glasgow with a national network of 20 offices.
The predicted salary is between 43200 - 72000 £ per year.
Location: Edinburgh, Glasgow
Capability: Tax & Law
Experience Level: Manager
Type: Full Time
Contract type: Permanent
Private Client Tax – Advisory
Base Location: Edinburgh or Glasgow with a network of 20 offices nationally.
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.
The Team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners, and 12 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 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.
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 providing 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 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?
- 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 understanding of the issues facing private clients.
- Strong interpersonal skills in addition to strong oral and written communication skills.
- A keen 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.
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.
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.
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
Familiarise yourself with the specific tax issues faced by high net worth individuals and entrepreneurial businesses. Understanding these nuances will help you stand out during discussions and demonstrate your expertise in the field.
✨Tip Number 2
Network with professionals in the tax advisory sector, especially those who work with private clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends and challenges in personal tax.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed complex tax issues. Being able to share specific examples of your problem-solving skills will showcase your ability to provide bespoke solutions to clients.
✨Tip Number 4
Research KPMG's values and culture thoroughly. Aligning your personal values with theirs can be a great conversation starter and shows that you're genuinely interested in being part of their team.
We think you need these skills to ace Manager, Private Client Tax - Advisory
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/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. Use specific examples from your past experience to illustrate your skills and how they align with the role.
Highlight Interpersonal Skills: Since strong interpersonal skills are crucial for this role, ensure you mention experiences where you've successfully communicated complex tax matters to clients or worked collaboratively within a team.
Showcase Analytical Skills: Provide examples in your application that demonstrate your analytical skills and commercial approach to resolving tax issues. This could include specific projects where you identified opportunities for clients or managed risk effectively.
How to prepare for a job interview at KPMG-7
✨Understand the Role
Make sure you have a solid grasp of what the Manager, Private Client Tax - Advisory role entails. Familiarise yourself with the specific responsibilities, such as managing complex client portfolios and providing bespoke tax solutions. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Expertise
Prepare to discuss your qualifications and experiences in personal tax, particularly with high net worth individuals. Highlight any relevant certifications like ATT, CTA, or ACA/ACCA, and be ready to provide examples of how you've successfully navigated complex tax issues in the past.
✨Demonstrate Interpersonal Skills
Since strong interpersonal skills are crucial for this role, think of examples where you've effectively communicated with clients or colleagues. Be prepared to discuss how you build relationships and manage expectations, especially in high-pressure situations.
✨Research KPMG's Values
Familiarise yourself with KPMG's values and culture. Understanding their commitment to inclusivity and professional development can help you tailor your responses to show that you're not just a fit for the role, but also for the company ethos.