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Senior Manager, Business Tax Services - Private Clients and HNW

Full-time 7 views

In-House

Pittsburgh, PA, United States

Senior Manager, Business Tax Services - Private Clients and HNW

Attorney

KPMG LLP

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8-8 yrs required

Full-time

No

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## Senior Manager, Business Tax Services - Private Clients and HNW

KPMG is currently seeking a Senior Manager to join their Business Tax Services practice. The Senior Manager will be responsible for advising clients, delivering high quality tax service and advice, and playing a key role in growing KPMG's private client tax practice. This position will work with ultra-high net worth individual, trust, and estate clients.

### 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 on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes
- 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
- Mentor, coach and manage team of talented tax professionals

### Qualifications:

- Minimum eight 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
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships
- Help build new relationships with key targets
- Experience leading multiple engagements and client service teams
- Develop and mentor staff within a collaborative team environment
- Excellent written and verbal communication skills, with the ability to evaluate and articulate complex information

### Salary and Benefits

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the salary range(s) are displayed via the URL below. The range is specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations.

In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Our Total Rewards package 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 your emotion and mental health. KPMG 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. Available benefits are based on eligibility.

Follow this link to obtain salary ranges by city: [)

KPMG is currently seeking a Senior Manager to join their Business Tax Services practice. This position will work with ultra-high net worth individual, trust, and estate clients and is responsible for advising clients, delivering high quality tax service and advice, and playing a key role in growing KPMG's private client tax practice.

### 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 on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes
- 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
- Mentor, coach and manage team of talented tax professionals

### Qualifications

- Minimum eight 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
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships
- Help build new relationships with key targets
- Experience leading multiple engagements and client service teams
- Develop and mentor staff within a collaborative team environment
- Excellent written and verbal communication skills, with the ability to evaluate and articulate complex information

### Salary and Benefits

KPMG complies with all local/state

NA

Comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle

NA

Advise clients, Review and provide analyses of complex individual income tax, gift, estate and trust returns, Serve as the trusted advisor to ultra-high net worth families, Build, manage, direct and monitor multiple client engagements teams, Mentor, coach and manage team of talented tax professionals

Bachelor's degree from an accredited college/university

the range is specifically for those potential hires who will work in the location(s) listed. follow this link to obtain salary ranges by city

Qualification and Experience Minimum eight 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

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Jul 22, 2024
Apr 08, 2024
Sep 08, 2023

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## Senior Manager, Business Tax Services - Private Clients and HNW

KPMG is currently seeking a Senior Manager to join their Business Tax Services practice. The Senior Manager will be responsible for advising clients, delivering high quality tax service and advice, and playing a key role in growing KPMG's private client tax practice. This position will work with ultra-high net worth individual, trust, and estate clients.

### 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 on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes
- 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
- Mentor, coach and manage team of talented tax professionals

### Qualifications:

- Minimum eight 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
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships
- Help build new relationships with key targets
- Experience leading multiple engagements and client service teams
- Develop and mentor staff within a collaborative team environment
- Excellent written and verbal communication skills, with the ability to evaluate and articulate complex information

### Salary and Benefits

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the salary range(s) are displayed via the URL below. The range is specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations.

In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Our Total Rewards package 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 your emotion and mental health. KPMG 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. Available benefits are based on eligibility.

Follow this link to obtain salary ranges by city: [)

KPMG is currently seeking a Senior Manager to join their Business Tax Services practice. This position will work with ultra-high net worth individual, trust, and estate clients and is responsible for advising clients, delivering high quality tax service and advice, and playing a key role in growing KPMG's private client tax practice.

### 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 on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes
- 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
- Mentor, coach and manage team of talented tax professionals

### Qualifications

- Minimum eight 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
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships
- Help build new relationships with key targets
- Experience leading multiple engagements and client service teams
- Develop and mentor staff within a collaborative team environment
- Excellent written and verbal communication skills, with the ability to evaluate and articulate complex information

### Salary and Benefits

KPMG complies with all local/state



Qualification and Experience

Minimum eight 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

Additional info

the range is specifically for those potential hires who will work in the location(s) listed. follow this link to obtain salary ranges by city

Company info
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