Tax Manager or Senior Manager, Family Office

Responsibilities

• Serve as the trusted advisor to family offices on strategic, operational, and financial matters
• Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
• Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMG's Audit and Advisory practices
• Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members

Qualifications

• Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, 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; 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
• 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 focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
• 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

Pay

KPMG offers a comprehensive compensation and benefits package.

Schedule

No specific schedule is provided in the job posting.

Benefits

No specific benefits are provided in the job posting.

Skills

No specific skills are mentioned in the job posting.

Benefits

No specific benefits are provided in the job posting.

Pay

KPMG offers a comprehensive compensation and benefits package.

Schedule

No specific schedule is provided in the job posting.

Benefits

No specific benefits are provided in the job posting.

Skills

No specific skills are mentioned in the job posting.

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.