At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

The Team

We are currently recruiting managers to join our successful Family Office & Private Client Compliance team in our Bristol, Birmingham, Leeds, Glasgow,

As a national practice our FO&PC team consists of 162 team members across the UK, led by 4 Partners, 7 Associate Partners and 19  Directors.  

We work with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships. 

If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we’d love to hear from you.

We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too. 
 The Role

The personal tax environment moves rapidly and our practice sits within a highly regulated environment.  Candidates should be capable of managing a diverse range of tasks and demonstrate an aptitude for project management whilst maintaining impeccable standards of client service.

The role entails managing a portfolio of, and holding the relationship with, compliance clients whilst identifying and actively seeking value-added advisory opportunities.  You will lead the provision of day to day advisory matters on your clients, introducing and working alongside advisory colleagues where appropriate. 

You will ensure the delivery of a high quality compliance service to our clients, including the review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues.  You will also manage the risk and regulatory considerations on your portfolio, budgeting, work in progress and ensure prompt billing and cash collection.

Qualifications, Skills & Experience

The role will suit either a high performing Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team.

Candidates interested in this role should have the following skills and qualifications:

• A desire to work in a challenging but rewarding environment;
• Comfortable with building internal and client relationships in a hybrid working environment;
• Strong communication skills and a willingness to contribute ideas and actively participate in supporting business growth and practice development;
• Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base and strong commercial acumen.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients and partnerships.
• An understanding of the KPMG Values and their importance in our work together.
• Professional curiosity, enthusiasm for private client work and an aptitude for technical analysis perhaps with a desire to specialise in an area of interest alongside a strong general technical competence.

We are also open

KPMG’s Microsoft Business Solutions practice is one of the most experienced and fastest growing Microsoft transformation teams in the UK. We partner with organisations to modernise their customer engagement, combining Dynamics 365, Power Platform, Microsoft Cloud, and innovative AI solutions like Copilot. 

Our work spans modern contact centres, intelligent customer and colleague experiences, low code innovation and data driven automation. We value clarity, curiosity and doing work we are genuinely  

The Role 

As a Lead Functional Consultant at Manager level within KPMG, you will play a central role in shaping and delivering Dynamics 365 Customer Engagement and Power Platform solutions. You will bring structure to client conversations, help teams stay focused on what really matters, and guide projects so that the final solution is both practical and grounded in real business need. 

You will lead functional delivery across one or more workstreams, working closely with clients to understand how they operate today and where they want to get to. You will make the best use of what Microsoft already provides, keeping customisation sensible and helping clients adopt modern capability including Copilot and conversational AI. You will work with technical colleagues to ensure the overall solution is coherent and follows good practice. 

This is a hands on leadership role. You will actively shape business processes, configure Dynamics 365 where needed, support user adoption and help less experienced consultants grow. You will also engage in early shaping, supporting proposals, demos and early design work. 

Key Responsibilities 

• Run Client Workshops: Ask the right questions, help clients make decisions and bring clarity to complex discussions. Keep conversations grounded in real business need rather than lengthy theoretical debate. 

• Guide and support the delivery teams: Provide day to day direction to functional consultants and analysts across onshore, nearshore and offshore teams. Keep the solution aligned to the agreed design throughout testing, data work and cutover 

• Deliver hands on configuration: Configure Dynamics 365 CE components such as tables, forms, views, business process flows and security roles. Work with technical colleagues when extensions, integrations or more advanced capability is required. 

• Support the use of AI and modern features: Help clients understand where Microsoft Copilot, Copilot Studio and conversational AI can offer value. Shape early thinking and support proof of concepts where needed. 

• Champion quality: Keep documentation meaningful and consistent. Help shape user acceptance testing, identify risks early and make sure decisions are clearly recorded. 

• Documentation and Knowledge Transfer: Create clear, well structured documentation, process maps and training materials that help clients understand their solution and enable a smooth handover to support teams. 

• Help our people grow: Coach members of the team, share what you learn and contribute to reusable assets and accelerators. 

• Build trusted relationships: Be the functional voice clients rely on. Communicate clearly, keep things simple, and offer honest, practical advice. 

• Support presales and shaping: Contribute to proposals, demos and early design conversations. Help set the direction for client engagements from the outset. 

What You’ll bring 

We do not expect everyone to tick every box. What matters most is strong functional thinking, a solid track record delivering Dynamics 365 CE solutions and the ability to guide teams calmly and clearly. 

• A track record leading functional delivery on CRM projects, ideally across Sales, Customer Service or Field Service. Experience shaping end to end processes and understanding how data, automation and customer journeys fit together. 

• Able to turn complex business requirements into clear, practical designs that minimise customisation and follow Microsoft good practice. 

• Solid experience with Power Apps, Power Automate and an understanding of how they sit alongside Dynamics 365. Awareness of Power BI and Azure services is useful. 

• Comfortable guiding functional teams, shaping day to day decision making and keeping delivery on track. Calm, practical and confident working with senior stakeholders. 

• Experience across delivery, client engagement and presales, ideally in a consulting environment. 

• Comfortable working in agile or more structured delivery methods, from early discovery through to deployment. 

• You’re adaptable in fast moving environments, able to manage competing priorities and maintain high standards of accuracy and quality in your work. 

• Relevant Microsoft certifications or a clear plan to achieve them 

Desirable Skills 

• Experience with Microsoft Copilot, Copilot Studio and emerging AI capability in Dynamics 365 

• Knowledge of CCaaS, Omnichannel and broader customer experience tools 

• Ability to support the design of clear, insightful Power BI dashboards 

• Familiarity with industry accelerators and new Dynamics 365 releases 

• Additional certifications across Power Platform, Azure, ITIL or change management. 

Why Join KPMG’s Microsoft Business Solutions Team? 

• Shape meaningful, modern programmes: Work with clients who genuinely want change. You will design solutions that make real improvements to customer and colleague experiences. 

• Be part of a strong functional community: Join a group of functional and technical specialists who share patterns, challenge ideas and learn from one another. There is space to specialise, stay hands on or broaden into architecture. 

• Ways of working that make sense: Work in the setting that best supports delivery. That may mean being on site with clients to shape decisions in real time or working from home or the office when it suits the work. 

• Lead and help others grow: This is a lead functional consultant role with plenty of opportunity to guide delivery and help develop the next generation of consultants. 

• Room to grow professionally: You will have access to consulting development, architecture pathways and opportunities to deepen your Dynamics and Power Platform expertise. 

• Breadth beyond technology: Work alongside colleagues in data, cyber, customer experience, operating model and finance transformation to create solutions that deliver real outcomes. 

• Strong partnership with Microsoft: Benefit from early insight into new capability and access to product specialists. 

• A culture that values clarity and thoughtful design: We favour straight talking over jargon and good design over shortcuts. We want people to feel proud of the work they deliver and to feel supported by the team around them. 

If this sounds like the kind of work you want to do, we’d genuinely love to speak with you.