Manager- Family Office & Private Client in West Bromwich
Manager- Family Office & Private Client

Manager- Family Office & Private Client in West Bromwich

West Bromwich Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage complex private client portfolios and deliver tailored tax advice.
  • Company: Join KPMG's inclusive Family Office & Private Client Tax team.
  • Benefits: Comprehensive training, career development, and a supportive work culture.
  • Why this job: Shape the future of private client tax advisory with high-profile clients.
  • Qualifications: Qualified tax professional with strong communication and analytical skills.
  • Other info: Exciting opportunities for growth in a dynamic consulting environment.

The predicted salary is between 36000 - 60000 £ per year.

Are you a qualified tax professional with a passion for advising high net worth individuals and entrepreneurial businesses? Join our Family Office & Private Client (FO & PC) Tax team at KPMG and help shape the future of private client tax advisory.

At KPMG, we believe our strength lies in our people. Our FO & PC team is a national practice of 159 professionals, led by 11 Partners and 16 Directors, working with:

  • Entrepreneurs and business owners
  • Executives of multinational firms
  • Private equity professionals
  • Trustees, estates, and partnerships

We are proud of our inclusive culture and are committed to supporting your growth through training, development, and meaningful work.

Responsibilities

  • Managing a portfolio of complex private clients
  • Delivering bespoke advice on inheritance tax, CGT, income tax, and international tax
  • Leading advisory projects and ensuring compliance
  • Mentoring junior team members
  • Driving client service excellence and commercial outcomes

Qualifications

  • Qualified (ATT, CTA, ACA, ACCA)
  • Strong personal tax background with a varied client base
  • Excellent communication and analytical skills
  • Passion for delivering tailored client solutions

Whether you are an experienced Manager or a high-performing Assistant Manager ready to step up, we would love to hear from you.

Manager- Family Office & Private Client in West Bromwich employer: KPMG UK

At KPMG, we pride ourselves on being an exceptional employer, offering a dynamic work environment where your expertise in private client tax advisory can truly shine. Our inclusive culture fosters collaboration and innovation, while our commitment to professional development ensures that you have ample opportunities for growth and advancement. Located in a vibrant city, you'll enjoy a fulfilling career alongside a team of dedicated professionals who are passionate about delivering tailored solutions to high net worth individuals and entrepreneurial businesses.
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Contact Detail:

KPMG UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Manager- Family Office & Private Client in West Bromwich

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in managing complex client portfolios and delivering tailored solutions.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and really keen on joining our team!

We think you need these skills to ace Manager- Family Office & Private Client in West Bromwich

Qualified Tax Professional
Inheritance Tax Advisory
Capital Gains Tax (CGT)
Income Tax Advisory
International Tax
Client Portfolio Management
Advisory Project Leadership
Compliance Management
Mentoring
Client Service Excellence
Commercial Outcomes
Communication Skills
Analytical Skills
Tailored Client Solutions

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight your qualifications like ATT, CTA, ACA, or ACCA, and showcase your strong personal tax background.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for advising high net worth individuals and how you can contribute to our Family Office & Private Client team at KPMG.

Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team.

How to prepare for a job interview at KPMG UK

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of inheritance tax, CGT, income tax, and international tax. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you're not just qualified, but also passionate about delivering tailored solutions.

✨Showcase Your Communication Skills

Since this role involves advising high net worth individuals and entrepreneurial businesses, it's crucial to demonstrate your excellent communication skills. Practice explaining complex tax concepts in simple terms, as if you were talking to a client. This will highlight your ability to connect with clients and ensure they understand the advice you're providing.

✨Prepare for Scenario Questions

Expect to face scenario-based questions during the interview. Think about past experiences where you've managed a portfolio of complex private clients or led advisory projects. Prepare to discuss how you ensured compliance and drove client service excellence, as these are key aspects of the role.

✨Emphasise Team Leadership

As a Manager, you'll be mentoring junior team members. Be ready to share examples of how you've supported others in their development. Highlight any leadership experiences you've had, whether formal or informal, to show that you can drive a positive team culture and contribute to the inclusive environment at KPMG.

Manager- Family Office & Private Client in West Bromwich
KPMG UK
Location: West Bromwich
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  • Manager- Family Office & Private Client in West Bromwich

    West Bromwich
    Full-Time
    36000 - 60000 £ / year (est.)
  • K

    KPMG UK

    1000+
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