At a Glance
- Tasks: Support high-net-worth clients with tax advice and compliance while managing client assignments.
- Company: Join KPMG, a leader in tax and legal services with a collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with opportunities for autonomy and career advancement.
- Why this job: Make an impact on global challenges while developing your expertise in private client tax.
- Qualifications: Tax qualification required; experience with high-net-worth clients is a plus.
The predicted salary is between 49500 - 60500 £ per year.
About the team
The issues surrounding tax and legal services are constantly evolving, both locally and globally. Our Tax and Law experts are at the forefront of providing a range of specialist tax and legal knowledge and technologies to empower businesses. This is why you'll find KPMG the perfect place for you to build your expertise, progress your career and make your mark. Our tax professionals have an impact on some of the most pressing global challenges of the day, such as climate change, incentives and transparency. We offer real scale and size in terms of the range of tax solutions we offer clients. Our services span: International Tax, Deal Advisory Tax and Transfer Pricing; Business Taxes, covering advisory, compliance, claims and incentives and transformation; People Taxes, advising on all aspects of employee reward, tax issues arising as a result of having a global workforce as well as advising high-net-worth individuals and entrepreneurial families; and Indirect Taxes.
About the role
You will join the Family Office & Private Client team at Assistant Manager level, helping to strengthen delivery capacity for a portfolio of larger and often internationally connected clients. You will play an important part in getting client work underway, supporting take-on and early-stage delivery, and completing initial review work. As your knowledge of clients and team processes grows, you will take greater ownership of day-to-day delivery and delegate appropriate work to junior colleagues. The role is based in London and offers a hybrid working pattern. This opportunity will suit a tax-qualified professional who wants to deepen their private client expertise, work on more complex client matters and develop towards Manager and Senior Manager responsibilities through increasing autonomy, client ownership and coaching experience.
What you'll be Doing
- Help launch and organise client assignments, supporting take-on activity and the initial technical and administrative work needed for effective delivery.
- Complete initial reviews of client work, identifying issues and helping ensure work is accurate, timely and ready for manager review.
- Build a detailed understanding of clients alongside Managers, including their personal, family-office and international tax circumstances.
- Contribute to high-quality UK private client tax advice and compliance for high-net-worth individuals and family-office clients.
- Work with increasing autonomy, taking ownership of agreed activities and keeping colleagues informed of progress, risks and next steps.
- Support matters involving family-office structures, trusts, offshore trusts and related private client issues where relevant.
- Develop constructive client relationships and contribute to responsive, commercially aware day-to-day service.
- Delegate appropriate work to junior colleagues as your role develops, providing clear direction and reviewing outputs.
- Collaborate across the wider team to share knowledge, maintain consistent standards and support effective client delivery.
Skills, experience, and knowledge you'll need
- A recognised tax qualification, such as the Chartered Tax Adviser (CTA) qualification, or an equivalent required tax credential.
- Strong working knowledge of UK tax and the ability to apply it confidently to client situations.
- Relevant private client tax capability that enables you to contribute effectively at Assistant Manager level.
- Experience supporting high-net-worth individuals or other complex private clients is desirable.
- Understanding of family-office structures and related tax issues is desirable.
- Exposure to trusts, offshore trusts or similar private client matters is desirable.
- Clear communication, sound judgement and the ability to organise work, collaborate with colleagues and build trusted client relationships.
Assistant Tax Manager - Family Office & Private Client - London employer: KPMG UK
As a Director in our Finance Centre of Excellence, you will join a dynamic and collaborative team that thrives on delivering exceptional value to clients in high-stakes environments. We prioritise employee growth through continuous learning opportunities and a supportive culture that encourages innovation and teamwork. Located in a vibrant city, we offer a unique blend of professional challenges and a fulfilling work-life balance, making us an outstanding employer for those seeking to make a meaningful impact in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Tax Manager - Family Office & Private Client - 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 UK, 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 Assistant Tax Manager - Family Office & Private Client - London
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 UK'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 UK. 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 UK!
How to prepare for a job interview at KPMG UK
✨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 UK.
✨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 UK. It helps to show our commitment!
