Manager/Senior Manager, Business Tax Services - Private 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 affecting such individuals and family offices
• 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
• Play a key role in growing KPMGs tax practice, both locally and on a national level

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; must obtain at least one of the approved designations/credentials within one year of employment
• Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
• Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
• Excellent written and verbal communication skills with the 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

Pay

The posted salary range for this role is $165,000 - $225,000 annually.

Schedule

The role is full-time.

Benefits

KPMG offers a comprehensive compensation and benefits package including health insurance, retirement plans, and paid time off.

Skills

Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.

Benefits

KPMG offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.

Pay

The posted salary range for this role is $165,000 - $225,000 annually.

Schedule

The role is full-time.

Application Instructions

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.