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:

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 are making bold changes to who we are and what we do. Be part of it.

Overview

This exciting role is within our Midlands Indirect tax team, based in our Midlands offices. 

Our clients include UK headquartered businesses and inbound groups across a range of sectors. 

Our work in the tax advisory space includes supporting clients with business and fiscal change. This can include advising on new jurisdiction entry, the development of new business areas, business reorganisations, tax authority enquiries, pre/post transaction reorganisations, refinancing, cash repatriation, interest deductibility and the impact global fiscal change (e.g. BEPS Pillar 2).

We work as a hybrid team where we get together in the office or at client sites at least twice a week to collaborate and learn together, with flexibility over how you spend the rest of your time. 

ax Manager, FS Asset Management, Alternatives

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 comes from our people – their different perspectives, experiences, and backgrounds. From our inclusive leadership strategy to our inclusion, diversity, and social equality targets – we are making bold changes to who we are and what we do. Be part of it.

KPMG's Financial Services Tax practice is a dynamic and successful fast-growing area of our business with transformational plans to accelerate growth. This role offers candidates the opportunity to join a business area which has wider leadership support to build upon its success and continue to grow.

What is the role?

Our Financial Services practice is diverse and comprises Asset Management (which includes Private Equity, Real Estate, Infrastructure and Funds), Banking and Insurance and is a dynamic and successful area of our business.

We recognise the importance and value of corporation tax compliance within Financial Services, and we also recognise the value of our tax compliance and tax advisory teams working closely together to give the most varied, interesting career opportunities and the best outcomes for our clients and our people. That is why we work as one advisory and compliance team with specialists who focus on compliance working as a group within that team, known as the FS Compliance Hub.

A constantly changing and increasingly high-profile field, we can offer you the opportunity to utilise and develop Corporate Tax compliance skills in an innovative and supportive environment. We offer our compliance professionals flexibility and the opportunity to develop their careers in tax in areas that really interest them.

You really can shape your career in the way you want to being part of the Financial Services Compliance Hub. For example, our aim is to offer experience of both compliance and advisory work and also work across the different areas of Financial Services.

Of course, if you are already a subject matter expert or already have deep knowledge of, or interest in, a particular sector then we would welcome your focus on your area of interest. Flexibility to manage and build your career is fundamental to the aims behind the creation of the Hub.

We are looking for talented Managers with UK corporate tax experience to join us at this exciting time and help implement, shape, and develop the Hub as we expand and invest significantly in Financial Services tax.

What will you be doing?

In addition to delivering corporate tax compliance services there are opportunities to be involved in tax advisory work, the development of our innovative technology solutions and also to participate in client demonstrations and other aspects of business development, to keep your role varied and tailored to your interests where possible.

With our technology enabled solutions our compliance specialists can focus on technical excellence, opportunity spotting and managing the compliance relationship with clients.

We are offering both full time and part time roles with flexible working arrangements which include, early or late starts to fit around other commitments, shorter working days etc. We would be happy to discuss your own requirements and our range of flexible working arrangements in more detail, should that be of interest.
The core aspects of the role are:

• Maintain a portfolio of clients and take responsibility for ensuring the tax computations are prepared to a high standard, on a timely basis and finalised and submitted to HMRC within agreed deadlines.
• Oversee the work of assistant managers, providing coaching and technical guidance as part of the overall review proce

We are seeking a talented Senior Manager with experience leading large client Organisational Transformation programmes. Typically, these programmes would cover at least one of the following areas: Workforce Transformation (inc. AI), Organisation Design, Change Management, HR Transformation, Digital Transformation, Learning and Development. Our work is incredibly varied, but would typically cover:

• Leading complex people centric projects and transformation workstreams with a team of consultants, to drive business change, integrating across large multi-disciplinary programme teams and providing leadership on the people side of the solution/ implementation.
• Providing specialist advice and working closely with client leads and team members to successfully deliver project outcomes
• Contributing to business development and sales, working with account teams to scope opportunities and developing compelling proposals to win new clients
• Contributing to the development of methods, tools and thought leadership
• Build and shape relationships with clients on a daily basis
• Action as a career coach for their team members, helping them to develop and progress their careers

The role will be subject to MOD and UK Govt public sector governance and controls.  Therefore, you will either already hold Security Clearance, or be able to obtain clearance when you join us.

Tax and Legal Technology Team

We are a team of 300+ technologists providing technology enablement services and solutions across the Tax and Legal business. This business has 2,500 tax & legal professionals covering multiple disciplines. We serve many thousands of clients and private individuals by providing a modern, market-leading suite of technology solutions that provide an efficient digital experience from routine to complex tax advice depending on client’s situation.

Tax is highlighted frequently as an industry where generative AI will have a significant impact on how services are provided. You will be working as a team at the forefront of navigating that change and redefining the way in which tax is determined in the UK and globally, making sure people and companies pay the right amount of tax with the minimum amount of effort.

The Engineering department is made up of Product Owners, Business Analysts, multi-disciplinary Engineering teams (approximate 160 Software, QA and Cloud Operations engineers) and IT Service delivery professionals working on a large portfolio of systems used to improve productivity and solve key business problems across Tax & Legal. We also build cutting edge web portals for clients to interact with KPMG, maximising collaboration and ensuring seamless delivery of information to our clients.