Manager, Private Client Tax - Advisory
Manager, Private Client Tax - Advisory

Manager, Private Client Tax - Advisory

Full-Time 43200 - 72000 £ / year (est.) No home office possible
K

At a Glance

  • Tasks: Manage high net worth clients' personal tax services and provide bespoke tax solutions.
  • Company: Join a leading UK firm focused on high net worth individuals and entrepreneurial businesses.
  • Benefits: Enjoy flexible working, career development opportunities, and a day off on your birthday.
  • Why this job: Be part of a dynamic team solving complex tax issues while making a real impact.
  • Qualifications: Qualified accountant or tax adviser with personal tax experience and strong communication skills.
  • Other info: Work in vibrant Edinburgh or Glasgow, with a supportive environment for growth.

The predicted salary is between 43200 - 72000 £ per year.

This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.

Job description

The Team

Our national practice\’s FO&PC team includes 162 members across the UK, led by 5 Partners, 3 Associate Partners, and 12 Directors.

We operate across five core service areas:

  1. Transactions and Entrepreneurial Shareholders
  2. Ultra High Net Worth Individuals
  3. International
  4. Partnerships
  5. Investigations and Enquiries

We serve high net worth individuals involved in privately owned and entrepreneurial businesses, multinational firms, landed estates, and private equity firms, with tax residency and domicile in various jurisdictions. We also provide advice on Trusts, Estates, and Partnerships.

If you are a motivated qualified tax adviser/accountant (ATT, CTA, or ACA/ACCA) with personal tax experience, we would love to hear from you.

The Role

We are seeking a Manager to join our FO&PC team in the North and Scotland region (based in Edinburgh or Glasgow).

This advisory role involves working with high net worth clients on UK and international tax issues, as well as with entrepreneurial businesses and shareholder-owned companies.

Key responsibilities include:

  • Providing high-quality personal tax services to clients.
  • Managing a diverse portfolio of complex clients, offering advice on inheritance tax, capital gains tax, income tax, international tax, and identifying opportunities for tax planning.
  • Developing innovative solutions for bespoke tax problems.
  • Project managing tax advisory assignments, ensuring deadlines, risk management, and compliance.
  • Managing work in progress, billing, and cash collection.
  • Overseeing the performance and development of junior staff.

Qualifications, Skills & Experience

Candidates should have:

  • Qualified accountant or tax adviser with experience in personal tax and a varied client base.
  • Strong academic results and insightful understanding of private client issues.
  • Excellent interpersonal, oral, and written communication skills.
  • The ability to deliver bespoke tax solutions tailored to client needs.
  • Teamwork and independent working capabilities.
  • Commitment to clients, colleagues, and the firm.
  • High analytical skills and a commercial approach to problem-solving and advising.

We value flexibility and offer options to suit individual needs. Our environment supports your career development with training, stimulating work, and benefits such as secondment opportunities, banking services, a day off on your birthday, and open discussions about your career growth.

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Manager, Private Client Tax - Advisory employer: KPMG United Kingdom

Join a dynamic and inclusive team at our Edinburgh or Glasgow office, where we pride ourselves on providing exceptional personal tax advisory services to high net worth clients. Our supportive work culture fosters professional growth through tailored training and development opportunities, while unique benefits like a day off on your birthday and flexible working arrangements ensure a healthy work-life balance. As a valued member of our team, you'll have the chance to make a meaningful impact in a collaborative environment that champions innovation and client success.
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Contact Detail:

KPMG United Kingdom Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Manager, Private Client Tax - Advisory

✨Tip Number 1

Network with professionals in the tax advisory field, especially those who work with high net worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges faced in this area.

✨Tip Number 2

Familiarise yourself with the latest tax regulations and trends affecting private clients. This knowledge will not only enhance your expertise but also demonstrate your commitment to staying current in a rapidly changing field.

✨Tip Number 3

Prepare to discuss your experience managing complex client portfolios during interviews. Highlight specific examples where you successfully navigated intricate tax issues or provided innovative solutions for clients.

✨Tip Number 4

Showcase your interpersonal skills by preparing to engage in meaningful conversations about client needs and expectations. Being able to communicate effectively with high net worth individuals is crucial in this role.

We think you need these skills to ace Manager, Private Client Tax - Advisory

Qualified Tax Adviser (ATT, CTA, ACA/ACCA)
Personal Tax Experience
Knowledge of Inheritance Tax
Understanding of Capital Gains Tax
Expertise in Income Tax
International Tax Knowledge
Tax Planning Skills
Project Management
Risk Management
Compliance Awareness
Client Relationship Management
Interpersonal Communication Skills
Written Communication Skills
Analytical Skills
Problem-Solving Skills
Team Leadership
Ability to Work Independently
Flexibility and Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications as a tax adviser or accountant, particularly focusing on your personal tax experience. Emphasise any relevant certifications like ATT, CTA, or ACA/ACCA.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the private client tax landscape. Mention specific experiences where you've provided bespoke tax solutions and how you managed complex client portfolios.

Highlight Relevant Skills: In your application, clearly outline your interpersonal, communication, and analytical skills. Provide examples of how you've successfully worked in teams and independently to solve tax-related issues.

Showcase Your Commitment: Demonstrate your commitment to client service and professional development. Mention any training or development opportunities you've pursued and how they have prepared you for this role.

How to prepare for a job interview at KPMG United Kingdom

✨Showcase Your Tax Knowledge

Make sure to brush up on your knowledge of personal tax issues, especially those relevant to high net worth individuals. Be prepared to discuss specific tax scenarios and how you would approach them, demonstrating your expertise in inheritance tax, capital gains tax, and international tax.

✨Demonstrate Client Management Skills

Since the role involves managing a diverse portfolio of clients, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to tailor solutions to meet individual client needs and how you've handled complex tax situations.

✨Emphasise Team Leadership Experience

As you'll be overseeing junior staff, it's important to convey your leadership skills. Discuss any experience you have in mentoring or developing team members, and how you ensure that projects are completed on time while maintaining high standards.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving abilities. Think about potential tax challenges that high net worth clients might face and prepare to discuss innovative solutions you've implemented in similar situations.

Manager, Private Client Tax - Advisory
KPMG United Kingdom
K
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