At a Glance
- Tasks: Lead client relationships and deliver innovative tax solutions for high net worth individuals.
- Company: Join KPMG, a dynamic and fast-growing leader in the tax practice.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that values exceptional service and fosters strong client connections.
- Qualifications: Must have ACA, CA, CTA, ACCA or equivalent with personal tax expertise.
- Other info: Ideal for self-starters eager to develop new business and expand their network.
The predicted salary is between 43200 - 72000 Β£ per year.
Job details
Location: Bristol, Reading
Capability: Tax & Law
Experience Level: Senior Manager
Type: Full Time
Service Line: FOPC&R
Contract type: Permanent
Job description
The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in Bristol.
We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.
You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.
Responsibilities
β’ Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
β’ You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
β’ Assist in the management of the local team and take responsibility for the coaching and development of other team members.
β’ Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
β’ Assessing clientβs personal tax position before developing and researching innovative solutions.
β’ Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
β’ Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls
Qualifications and Skills
β’ ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience
Experience and Background
β’ Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
β’ Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
β’ Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
β’ A passion for delivering exceptional service achieved by strength and depth of client relationships.
β’ Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
β’ A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
β’ Be a self-starter who grasps market opportunities to develop new business.
Tax Senior Manager - Private Client employer: KPMG-7
Contact Detail:
KPMG-7 Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Tax Senior Manager - Private Client
β¨Tip Number 1
Network actively within the tax and finance community in Bristol and Reading. Attend industry events, seminars, and workshops to meet potential clients and colleagues who can refer you to opportunities at KPMG.
β¨Tip Number 2
Leverage LinkedIn to connect with current employees at KPMG, especially those in the Private Client tax team. Engaging with their posts and sharing relevant content can help you get noticed and may lead to valuable insights about the role.
β¨Tip Number 3
Demonstrate your expertise by writing articles or blog posts on topics related to private client tax advisory. Sharing your knowledge online can position you as a thought leader and attract attention from KPMG recruiters.
β¨Tip Number 4
Prepare for interviews by researching KPMG's recent projects and initiatives in the private client sector. Being able to discuss these in detail will show your genuine interest in the firm and your readiness to contribute to their growth.
We think you need these skills to ace Tax Senior Manager - Private Client
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax and client advisory. Emphasise your qualifications such as ACA, CA, CTA, or ACCA, and showcase any specific achievements that demonstrate your ability to manage high net worth clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering exceptional service. Mention your proven track record in building long-term client relationships and how you can contribute to KPMG's growth in the Private Client tax team.
Showcase Your Technical Knowledge: In your application, highlight your expertise in private client advisory matters, including shareholder tax planning and international tax planning. Use specific examples to illustrate your technical knowledge and commercial awareness.
Demonstrate Leadership Skills: Since the role involves managing a local team, include examples of your leadership experience. Discuss how you've coached and developed team members in previous roles, and how you plan to foster a strong team ethic at KPMG.
How to prepare for a job interview at KPMG-7
β¨Showcase Your Technical Expertise
Make sure to highlight your strong personal tax knowledge and experience during the interview. Be prepared to discuss specific cases where you've successfully navigated complex tax issues, particularly in relation to private client advisory matters.
β¨Demonstrate Relationship-Building Skills
Since the role involves developing and maintaining strong relationships with high net worth clients, share examples of how you've built long-term relationships in the past. Discuss your approach to networking and generating new business opportunities.
β¨Exhibit Leadership Qualities
As a Senior Manager, you'll be expected to coach and develop team members. Prepare to talk about your leadership style and provide examples of how you've successfully managed teams or projects in previous roles.
β¨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially in project management and delivering complex tax advice. Think of scenarios where you've had to implement innovative solutions and be ready to explain your thought process.