Family Office & Private Client - Tax Manager - London

Family Office & Private Client - Tax Manager - London

Full-Time 54000 - 66000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver high-quality personal tax services to high net worth clients and manage complex tax issues.
  • Company: Join KPMG, a leading professional services firm with a focus on diversity and inclusion.
  • Benefits: Enjoy flexible working options, competitive rewards, and career development opportunities.
  • Other info: Dynamic work environment with a commitment to inclusivity and personal growth.
  • Why this job: Make a real impact by providing bespoke tax solutions to diverse clients.
  • Qualifications: Qualified tax adviser or accountant with personal tax experience and strong client management skills.

The predicted salary is between 54000 - 66000 £ per year.

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 looking for a Manager to join the FO&PC team in London. 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 (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.

This is primarily an advisory role and it entails working with high net worth individuals - both with UK and international tax issues and also working with the owners of entrepreneurial businesses, assisting with their tax affairs.

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 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?

  • Qualified tax adviser or accountant (CTA, ACA/ACCA or STEP) with experience gained in a personal tax environment and exposure to a broad range of private clients.
  • Proven private client tax advisory experience, including the ability to prepare and review technically accurate tax advice.
  • Strong client and stakeholder management skills, with experience working collaboratively across teams and effectively delegating work where appropriate.

Skills & Experience

  • Academically strong results in your 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.

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.

Within Tax we have a range of divisions and specialisms. The issues surrounding tax and legal services are constantly evolving, both locally and globally. Which is why you'll find life at KPMG both intellectually stimulating and rewarding.

We're committed to creating an inclusive environment where all colleagues thrive and reach their full potential, whatever their identity or background. We're a member of the Business Disability Forum so please get in touch if you'd like to discuss any adjustments that you might need in the application process - and if you are successful beyond this.

Family Office & Private Client - Tax Manager - London employer: KPMG Careers

KPMG is an exceptional employer that fosters a collaborative and innovative work culture, providing employees with the opportunity to lead in complex global payroll environments. With a strong focus on professional development, you will benefit from tailored growth initiatives and coaching, ensuring your career flourishes while working alongside diverse teams in a dynamic setting. Located in the UK, KPMG offers a supportive atmosphere where quality and excellence are paramount, making it a rewarding place to build your career.

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Contact Details:

KPMG Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Family Office & Private Client - Tax Manager - London

Join Tax Networks

Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.

Attend Industry Events

Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!

Leverage Social Media

Follow leading tax advisory firms, such as KPMG Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!

Showcase Your Knowledge

Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!

We think you need these skills to ace Family Office & Private Client - Tax Manager - London

Qualified tax adviser (CTA, ACA/ACCA or STEP)
Personal tax advisory experience
Client and stakeholder management skills
Interpersonal skills
Oral and written communication skills
Analytical skills
Project management

Some tips for your application 🫡

Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch KPMG Careers's eye!

Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.

Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at KPMG Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!

Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at KPMG Careers!

How to prepare for a job interview at KPMG Careers

Know Your Tax Fundamentals

Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!

Show Your Analytical Skills

Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for KPMG Careers.

Understand the Consulting Aspect

Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!

Your Long-Term Vision

As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within KPMG Careers. It helps to show our commitment!