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The Team
We are currently recruiting a Tax Manager to join our successful Family Office & Private Client Compliance team.

As a national practice our FO&PC team consists of 160 team members across the UK, led by 9 Partners and 16 Directors. 

We are a nationally run business with five core service areas:

1. Transactions and Entrepreneurial Shareholders;
2. Ultra High Net Worth Individuals;
3. International;
4. Partnerships;
5. Investigations and Enquiries.

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 senior 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 recognise that there are also highly motivated individuals who are qualified though experience and may not yet be exam qualified and we are open to considering such individuals also. 

The Role

This is primarily a compliance team role and it entails managing relationships with our compliance clients, from high net worth individuals and entrepreneurial clients to partnerships, and providing high quality compliance services on a wide range of personal tax matters. 

More specifically, some of the responsibilities will include:

• Ensuring the delivery of a high quality compliance service to our clients
• Reviewing the work of more junior team members and overseeing their performance and career development.
• Managing a diverse portfolio of potentially complex clients and being able to correctly handle and report a wide range of tax matters including capital gains tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
• Demonstrating a commitment to accuracy and high quality with a commercial approach
• Managing the end-to-end compliance process and adhering to and developing best practice procedures to ensure deadlines are met and risk managed appropriately.
• Managing work in progress and ensuring prompt billing and cash collection.

Qualifications, Skills & Experience

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

• Qualified accountant or tax advisor with experience working in a personal tax focussed environment with exposure to a varied client base.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients.
• Strong interpersonal skills are required in addition to strong oral and written communication skills.
• A keen and insightful appreciation of the issues facing clients and an ability to deliver against tight timelines
• An ability to work as part of a team as well as on their own initiative.
• A commitment to clients, colleagues and KPMG.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.

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