Senior Manager, Business Tax Services - Private Clients
KPMG US · Atlanta, GA · 6 mo ago
HybridAccountingFull-time
Responsibilities
- Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients
- 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 while maintaining 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 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; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- 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