Tax Manager or Tax Senior Manager, Business Tax Services - Private Clients

5-8 yrs required

Full-time

No

## Tax Manager or Tax Senior Manager, Business Tax Services - Private Clients

KPMG is currently seeking a Manager or Senior Manager to join their Business Tax Services practice. This role will provide tax advice and services to ultra-high net worth individuals, trust and estate clients, and Family Offices. The successful candidate will have a minimum of five years of experience in the ultra-high net worth tax field, and ideally possess a Bachelor's degree from an accredited college/university, as well as a CPA, EA or JD/LLM credential.

**Responsibilities**

- Advise clients and be accountable for delivering high quality tax service and advice
- Play a key role in growing KPMG's private client tax practice
- Review and provide analyses of complex individual income tax, gift, estate and trust returns for ultra-high net-worth individuals and Family Offices
- Serve as the trusted advisor to ultra-high net worth families
- Build, manage, direct and monitor multiple client engagements teams
- Maintain active communication with clients to manage expectations and help ensure client satisfaction
- Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice

**Additional Responsibilities for Senior Manager**

- Mentor, coach and manage team of talented tax professionals

**Qualifications**

- Minimum five years of recent ultra-high net worth tax experience in an accounting firm and/or law firm
- Bachelor's degree from an accredited college/university
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG?s approved credential listing
- Any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
- Demonstrated track record of business development
- Ability to develop and maintain existing internal and external client relationships
- Experience leading multiple engagements and client service teams
- Developing and mentoring staff within a collaborative team environment
- Excellent written and verbal communication skills
- Ability to evaluate and articulate complex information

**Additional Qualifications for Senior Manager**

- Minimum eight years of recent ultra-high net worth tax experience in an accounting firm and/or law firm

KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help employees make the best decisions for themselves, their family, and their lifestyle. This includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support their emotional and mental health. KPMG also provides personal days off per fiscal year depending on job classification, standard work hours, and years of service. Additionally, each year the firm publishes a calendar of holidays to be observed during the year.

The salary range for this role is available on KPMG's website via the following link: . Salary will be determined based on relevant factors such as applicant's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients may also require proof of vaccination or testing (., to go to the client site).

## Tax Manager or Tax Senior Manager, Business Tax Services - Private Clients

KPMG is currently seeking a Manager or Senior Manager to join their Business Tax Services practice. This role will provide tax advice and services to ultra-high net worth individuals, trust and estate clients, and Family Offices.

**Job Summary**

KPMG is seeking a Manager or Senior Manager to join their Business Tax Services practice. This role will provide tax advice and services to ultra-high net worth individuals, trust and estate clients, and Family Offices. The successful candidate will have a minimum of five years of experience in the ultra-high net worth tax field, and ideally possess a Bachelor's degree from an accredited college/university, as well as a CPA, EA or JD/LLM credential.

**Responsibilities**

- Advise clients and be accountable for delivering high quality tax service and advice
- Play a key role in growing KPMG's private client tax practice
- Review and provide analyses of complex individual income tax, gift, estate and trust returns for ultra-high net-worth individuals and Family Offices
- Serve as the trusted advisor to ultra-high net worth families
- Build, manage, direct and monitor multiple client engagements teams
- Maintain active communication with clients to manage expectations and help ensure client satisfaction
- Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice

**Additional Responsibilities for Senior Manager**

- Mentor, coach and manage team of talented tax professionals

**Qualifications**

Not Specified

Comprehensive and Competitive Benefits Package

Not Specified

Tax Service and Advice, Complex Individual Income Tax, Gift, Estate and Trust Returns, Business Development, Mentoring and Coaching, Accountancy

Bachelor's Degree

No Phone Calls or Agencies

Qualification and Experience Bachelor's Degree, Licensed CPA, EA, JD/LLM

Legal