Family Office & Private Client - Tax Manager in City of Westminster

Family Office & Private Client - Tax Manager in City of Westminster

City of Westminster Full-Time 51750 - 63250 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide bespoke tax advice to high net worth individuals and manage complex client portfolios.
  • Company: Join KPMG, a leading professional services firm with a focus on diversity and inclusion.
  • Benefits: Enjoy flexible working, competitive rewards, and career development opportunities.
  • Other info: Be part of a dynamic team with excellent career growth potential.
  • Why this job: Make a real impact by solving unique tax challenges for diverse clients.
  • Qualifications: Qualified tax adviser/accountant with personal tax experience and strong interpersonal skills.

The predicted salary is between 51750 - 63250 Β£ per year.

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.

Qualifications

  • If you are a highly motivated qualified tax adviser/ accountant (CTA or ACA/ACCA) with experience of working in personal tax
  • 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

  • Candidates interested in this role should have the following skills and qualifications:
  • 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.

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.

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.

Why join KPMG as a Family Office & Private Client Tax Manager?

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

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.

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Family Office & Private Client - Tax Manager in City of Westminster employer: KPMG International Cooperative

KPMG International Cooperative is an exceptional employer that values flexibility and work-life balance, offering remote and hybrid options for the Oracle EPM Consultant role. With a strong commitment to employee growth, KPMG provides ample opportunities for professional development in a collaborative and innovative work culture, making it an ideal place for those seeking meaningful and rewarding employment in Birmingham.

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Contact Details:

KPMG International Cooperative Recruitment Team

We think you need these skills to ace Family Office & Private Client - Tax Manager in City of Westminster

Personal Tax Advisory
Inheritance Tax
Capital Gains Tax
Income Tax
International Tax Matters
Bespoke Tax Solutions
Project Management