You will be a Senior Manager within our Tech Transformation Practice (aligned to WAM Consulting) and will be helping both grow our business and ensure our teams deliver high quality advice to clients. You should expect to be involved in a wide range of challenging client engagements across the WAM value chain for clients from across the ecosystem. As a Senior Manager you will be expected to lead on the delivery of key client work items such as leading programmes or being responsible for building KPMG IP. 

It is also expected that you will lead and manage more junior members of the KPMG team as part of project delivery. You will be an example to more junior members of staff who will look to you for advice, guidance and development support.   

As a Senior Manager it is likely that you will also be required to support Directors and Partners with business development activity such as helping with proposition development, proposals, RFP responses and pipeline management.

In addition to supporting the build out of the client proposition for technology, you will also be expected to support the development of the practice in a broader sense, such as through the development and nurturing of junior talent, training, internal communications and contribution to the positive culture and supportive working environment.

The Technology in M&A team at KPMG is a growing and dynamic team. We deal with all aspects of the technology function, from strategy, cloud, digital, technology spend, etc. We work with both acquirers and vendors on pre- and post-deal technology issues.

Join KPMG's Thriving Asset Management Financial Services Tax Team!

Are you ready to be part of a team that's at the forefront of global financial services tax? KPMG's Asset Management financial services tax team is expanding rapidly and is a key focus for the Firm globally. We're on the lookout for exceptional candidates to join us in a dynamic and challenging environment, backed by a supportive leadership team.

Why Join Us?

Due to our incredible business growth, we have multiple positions available in our Asset Management Tax Team, serving a diverse client base across the FS sector. This particular role is for an Assistant Manager or Manager to support a fast-paced, highly technical team in providing bespoke global tax services to major institutional investors and asset managers dealing with publicly traded securities.

Your Role:

• Master Technical Knowledge: Dive deep into the advisory aspect of operational taxes, including global withholding tax, capital gains tax, transfer tax, and related global tax compliance.
• Navigate Global Withholding Tax Relief Opportunities: Learn how clients can access WHT relief by way of ruling applications or tax reclaims under applicable tax treaties, domestic provisions and/or claims under the European Court of Justice.
• Client Relationship Management: Handle large global client relationships and projects with finesse.
• Collaborate Globally: Work closely with KPMG’s extensive network of member firms worldwide.
• Drive Business Development: Participate in business development and proposals to attract new clients.
• Innovate with Technology: Develop new client solutions in collaboration with our technology teams.
• Advocate Excellence: Represent KPMG and deliver “gold standard" services.

Our Team Environment:

Join our diverse and collaborative team based in London, Bristol, Manchester, and Edinburgh. We embraced hybrid and flexible working early on, ensuring a balanced work-life experience. Our team includes professionals from various backgrounds, including tax and accounting, as well as industry experts.

Support and Development:

You will be a Senior Manager within our Tech Transformation Practice (aligned to WAM Consulting) and will be helping both grow our business and ensure our teams deliver high quality advice to clients. You should expect to be involved in a wide range of challenging client engagements across the WAM value chain for clients from across the ecosystem. As a Senior Manager you will be expected to lead on the delivery of key client work items such as leading programmes or being responsible for building KPMG IP. 

It is also expected that you will lead and manage more junior members of the KPMG team as part of project delivery. You will be an example to more junior members of staff who will look to you for advice, guidance and development support.   

As a Senior Manager it is likely that you will also be required to support Directors and Partners with business development activity such as helping with proposition development, proposals, RFP responses and pipeline management.

In addition to supporting the build out of the client proposition for technology, you will also be expected to support the development of the practice in a broader sense, such as through the development and nurturing of junior talent, training, internal communications and contribution to the positive culture and supportive working environment.

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.

KPMG’s Innovation Reliefs and Incentives team is made up of tax, engineering, science and technology specialists delivering expert advice to a broad range of clients across almost every industry sector. As one of the largest teams in the industry, our continued investment in innovation advisory means that we seek engineers, scientists and tax professionals to join us on the next exciting phase of our growth.

Our team works with clients from owner managed business, to large multinational organisations, and we are looking for an Assistant Manager with a strong financial, accounting and tax background to assist clients across a suite of innovation advisory services including R&D tax Credits, Patent Box, R&D Allowances, Grants and Innovation Advisory services. This is an excellent opportunity for someone with an Honour/ Post Graduate Degree in finance, accounting and tax or other related discipline that either has industry financial experience or working knowledge of the R&D tax legislation. 

Role and Responsibilities:

• Working with project teams to develop the claim methodologies including costing approach and deliver R&D tax relief and Patent Box claims for submission to HMRC. This will include taking some responsibility and accountability with respect of managing the delivery of the claims.
• Lead/Co-Lead meetings with the financial client stakeholders; and provide expert advice in relation to innovation advisory services (R&D, Patent Box, Grant Applications). Support the technical specialists in meetings with senior technical client stakeholders.
• Write accurate and substantive claim documents to support R&D tax claims for our clients in terms of the methodology and process. This will include reviewing claim documents written by junior colleagues.
• Prepare (and/or manage the process for preparing) both the technical and financial elements of our client deliverables. This will include ensuring co