Manager, Product & Op Taxes, Asset Management (Bristol)

About the team 

The issues surrounding tax and legal services are constantly evolving, both locally and globally. Our Tax and Law experts are at the forefront of providing a range of specialist tax and legal knowledge and technologies to empower businesses. This is why you'll find KPMG the perfect place for you to build your expertise, progress your career and make your mark. 

Our tax professionals have an impact on some of the most pressing global challenges of the day, such as climate change, incentives and transparency. We offer real scale and size in terms of the range of tax solutions we offer clients. Our services span: International Tax, Deal Advisory Tax and Transfer Pricing; Business Taxes, covering advisory, compliance, claims and incentives and transformation; People Taxes, advising on all aspects of employee reward, tax issues arising as a result of having a global workforce as well as advising high-net-worth individuals and entrepreneurial families; and Indirect Taxes. 

FS CTAC is KPMG's Financial Services Corporate Tax Advisory & Compliance team. We provide tax advisory, compliance and specialist tax services to clients across banking, insurance, asset management, private equity and real estate, with dedicated teams in Corporate Tax, Alternatives, Product & Operational Taxes and MTR 

The KPMG Product & Ops team has a diverse client base spanning the financial services sector. We support banks, custodians, brokers, asset managers, alternative investors, wealth and hedge asset managers, pension funds and sovereign wealth funds across a wide range of global operational tax regimes. 

About the role: 

As a Manager in our Financial Services Operational Taxes team, you will lead the delivery of operational tax services for financial services clients, ensuring work meets a high technical standard. You will manage client relationships, act as a key contact for clients and junior team members, and contribute to the commercial and people objectives of the Product & Ops practice. The role is based in Manchester, with other locations also considered. 

What you'll be Doing 

• Lead high-quality operational tax delivery for financial services clients, maintaining strong technical standards across engagements. 

• Build and manage trusted client relationships, acting as a focal point for operational tax matters and project delivery. 

• Develop your technical knowledge across operational taxes and related areas, applying new developments to client needs. 

• Understand clients' businesses and work across KPMG to identify relevant operational tax and wider service opportunities. 

• Shape practical, forward-looking client propositions that respond to evolving tax regulations and market needs. 

• Contribute to business development and proposal activity that supports sustainable growth of the practice. 

• Collaborate with UK and global KPMG teams to provide coordinated, high-quality support to clients. 

• Work with technology teams to develop new solutions, take them to market and establish effective delivery models. 

• Support and coach junior team members, helping them deliver confidently and develop their capability. 

Skills, experience, and knowledge you'll need 

• Deep technical capability in tax or financial services, particularly the US Qualified Intermediary regime, the Foreign Account Tax Compliance Act (FATCA), the Common Reporting Standard (CRS) and Automatic Exchange of Information (AEOI), demonstrated through relevant practical experience or professional study. 

• Practical experience of operational taxes in a financial services environment, gained in industry or professional services. 

• A strong understanding of financial markets, participants, investors and products, including banks, brokers, institutional investors, custodians, asset managers and private equity. 

• Good knowledge of the US Qualified Intermediary regime, FATCA and CRS or AEOI, together with knowledge of at least one of withholding tax, transaction tax or information reporting. 

• Strong project management, client-facing delivery, delegation and coaching skills. 

• Enthusiasm for emerging technologies and the ability to connect technology developments with evolving tax regulations and client needs. 

• A collaborative, resilient and learning-focused approach, with the ability to turn tax developments into relevant client propositions. 

Qualification

• Qualification in tax or audit (eg. ACA, ACCA, CIMA, CTA, ATT.)