Tax Compliance Manager - Family Office & Private Client in Leeds

Tax Compliance Manager - Family Office & Private Client in Leeds

Leeds Full-Time 49500 - 60500 £ / year (est.) Home office (partial)
K

At a Glance

  • Tasks: Manage a diverse portfolio of private clients and deliver high-quality tax compliance services.
  • Company: Join KPMG, a leading professional services firm with a focus on diversity and inclusion.
  • Benefits: Flexible working options, competitive rewards, and opportunities for career development.
  • Other info: Exciting career growth opportunities in a supportive and inclusive environment.
  • Why this job: Be part of a dynamic team working with high net worth individuals and make a real impact.
  • Qualifications: Qualified tax adviser or accountant with experience in personal tax and client management.

The predicted salary is between 49500 - 60500 £ per year.

Location: Leeds, Bristol, Birmingham or Glasgow (hybrid)

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 currently recruiting managers to join our successful Family Office & Private Client Compliance team in our Bristol, Birmingham, Leeds, Glasgow.

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

As a national practice, our FO&PC team consists of 162 team members across the UK, led by 4 Partners, 7 Associate Partners and 19 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 (ATT, 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.

What will you be doing?

The personal tax environment moves rapidly and our practice sits within a highly regulated environment. Candidates should be capable of managing a diverse range of tasks and demonstrate an aptitude for project management whilst maintaining impeccable standards of client service. The role entails managing a portfolio of, and holding the relationship with, compliance clients whilst identifying and actively seeking value-added advisory opportunities. You will lead the provision of day to day advisory matters on your clients, introducing and working alongside advisory colleagues where appropriate. You will ensure the delivery of a high quality compliance service to our clients, including the review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues. You will also manage the risk and regulatory considerations on your portfolio, budgeting, work in progress and ensure prompt billing and cash collection.

What will you need to do it?

The role will suit either a high performing Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team. Candidates interested in this role should have the following skills and qualifications:

  • Qualified tax adviser or accountant (ATT, CTA, ACA or ACCA qualified)
  • Demonstrable experience working within a personal tax environment with exposure to a diverse portfolio of private clients and proven hands-on experience preparing and reviewing personal tax returns.
  • Ability to effectively manage a large portfolio of private clients, delivering a high-quality client service.
  • Strong client relationship and engagement management skills, with the ability to build and maintain trusted client relationships.
  • A desire to work in a challenging but rewarding environment;
  • Strong communication skills and a willingness to contribute ideas and actively participate in supporting business growth and practice development;
  • Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients and partnerships.
  • An understanding of the KPMG Values and their importance in our work together.
  • Professional curiosity, enthusiasm for private client work and an aptitude for technical analysis perhaps with a desire to specialise in an area of interest alongside a strong general technical competence.

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.

Tax Compliance Manager - Family Office & Private Client in Leeds employer: KPMG LLP

At KPMG, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work culture that values diverse perspectives. As a Tax Compliance Manager in our Family Office & Private Client team, you'll enjoy flexible working options, comprehensive training, and numerous growth opportunities within a supportive environment. Our commitment to employee well-being is reflected in our unique benefits, including a day off on your birthday and secondment opportunities, making KPMG a rewarding place to advance your career in Leeds.

K

Contact Details:

KPMG LLP Recruitment Team

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

Qualified tax adviser (ATT, CTA, ACA, ACCA)
Experience in personal tax
Portfolio management
Client relationship management
High-quality client service delivery
Preparation and review of personal tax returns
Strong communication skills