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.