I'm looking for

There are currently 5 Partners, 3 Associate Partners and 12 Directors across the Private Client business and ambitious growth plans will support continued investment at these levels as well as for more junior resource. It is 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

Whilst there are specialists in each of these areas, the team encourage and support mobility to best service clients. This allows us to give real depth and breadth of experience to our people but also ensures that we maximise the best fit for our clients, both in terms of their technical needs and also in building long standing relationships. We plan significant financial growth and a continued evolution of our team and services to ensure that we successfully transition the business to the next generation of entrepreneurial, commercial and technically aware PC specialists. To do this we need to attract the best people in the market and offer them an unrivalled career opportunity, a diverse and exciting client base and the opportunity to work within an outstanding team.

The Role

We are looking for a Director to join our Private Client Tax team in Scotland.

You will be expected to participate in bringing new offerings to the market, helping to develop new areas, generating new clients and leads for Private Client and the broader tax practise.

You will also be responsible for generating leads from both the internal and external markets, and mentoring bright and enthusiastic members of Private Client.

Clients will include significantly wealthy individuals and families (both domestically and internationally based), entrepreneurs,shareholders of significant privately ownedbusinesses,

Duties and Responsibilities

We are looking to recruit a Director with a minimum of 6 years’ experience in our successful Private Client Advisory team in Scotland. The role will involve working on a range of clients and projects.

The role includes:

- Be a key member of KPMG’s Private Client leadership team. You will be required to build and expand your network (internal and external) to generate work.
- Lead the delivery of advice to a variety of clients demonstrating strong technical and risk management skills.
- Enhance and build the advisory offering through a combination of improving the skills of our people.
- The individual would be expected to delegate effectively, review work and have the ability to encourage and foster the development of the team members.
- Identify potential risks and deliver innovative and competitive solutions.
- Recognise and develop opportunities to further grow the national business.

Qualifications and Skills

Director candidates should have a proven technical track record but this is just a part of what we are looking for. In addition you should have:-

- Appropriate professional qualification e.g. ACA/ACCA/CTA or equivalent.
- Previous experience of working in management positions in significant Private Client teams.
- Market facing leadership skills.
- Ambition and drive that matches the ambition that we have for this business.
- A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
- Be a self-starter who sees the opportunity in this market to evolve the business strategy in line with the changing needs of our evolving client base.
- A passion for delivering exceptional service achieved by strength and depth of client relationships and a strong belief in value delivered through Private Client in your chosen specialist area.
- Proven track record of building long term client relationships with high ranking senior executives and high net worth individuals, family offices and enterprises.
- Excellent technical specialist knowledge and expertise on a wider range of Private Client and shareholders matters and self-assessment including aspects relevant to international mobile senior executives.

The Team
We are currently recruiting Tax Assistant Managers to join our successful Midlands Private Client team, based in Birmingham and Nottingham.
As a national practice our Private Client department consists of 162 team members across the UK, led by 5 Partners and 17 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 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
The role entails working with high net worth individuals, entrepreneurial businesses and shareholder owned companies providing a mixture of advisory and 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 personal tax service to our clients;
- Managing a diverse portfolio of more complex clients and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax, and international tax matters; and identifying opportunities to advise your portfolio of clients in relation to these taxes;
- Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions on one-off assignments;
- Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met;
- Managing work in progress and ensuring prompt billing and cash collection.Qualifications, Skills & Experience:

- 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.
- 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.
- Strong interpersonal skills are required in addition to strong oral and written communication skills.In particular, the role will suit either a high performing Assistant 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.

Why you might want to join KPMG Law:

- You can see the advantages of professional advice being provided within a multidisciplinary team
- You are ambitious and perceive the wealth of opportunities presented by an established legal practice in a leading global professional services firm
- You want the opportunity to develop client relationships and KPMG’s Law capabilities
- You are excited by the idea of being a member of a team that will grow significantly
- You want to broaden your experience and become a more rounded professional
- You want to achieve a sustainable work-life balance

What KPMG Law is looking for from its lawyers:

- Team players who enjoy working with people from different backgrounds and disciplines
- Approachable people who are keen to develop personally and professionally, and to assist with the development of junior team members
- Lawyers with a passion for the law
- Intellectually curious, open-minded and analytical people, with an eye for detail and pride in their work
- Driven and proactive professionals who deliver a great service to their clients
- Relationship builders who can spot and develop new opportunities both within the KPMG network and externally
- Flexible people who are able to deal with a fluid, changing work environment

Role and Responsibilities

- Early Legal Input into Tax Advice – providing our clients with tax advice that has already been reviewed by lawyers
- Implementation of Tax Advice – providing our clients with a simple and cost-effective way of successfully implementing our tax advice
- Review and Rectification of Implementations – reviewing existing structures and helping clients preserve value by rectifying inadequate implementations and operation
- Unwinding Structures – unwinding defunct or unwanted structures
- Investment Advice – providing pension schemes, sovereign wealth funds and high net worth individuals with advice on their investments into hedge and private equity funds

Experience Required

- The applicant will be a Private Client lawyer with a good range of experience in areas of law such as the formation, administration and restructuring of trusts, family investment companies and family asset protection, advising clients with complex assets such as business property, overseas assets and private company share holdings, and advising a client case of high net worth individuals on a range of complex financial arrangements.
- The applicant must have a high level of technical knowledge with regards to UK Private Client law.
- The successful applicant will have the ability to get up to speed quickly on esoteric areas and be keen to continue developing his/her legal skills and engage in new areas of work.
- The applicant must be able to demonstrate his/her ability to successfully lead transactions (while ensuring that other senior members of the team are kept informed and involved at appropriate times), and to supervise and develop more junior members of the team.
- Strong project management skills are a must.
- The applicant must have good experience of coordinating the provision of advice and the production of complex and interrelated legal agreements and documentation by advisers in several jurisdictions.
- While consulting appropriately on difficult issues, he/she must be able to deliver robust and appropriate legal advice and exercise sound judgement.
- The successful applicant will have significant experience of working with demanding clients across a wide spectrum of size and activities, and will be expert at service delivery.
- He/she must be able to demonstrate sound client relationship and business development skills, and a keenness to develop these skills further.
- The successful applicant will be expected to take responsibility for servicing and building part of the existing business of the team.
- The successful applicant will help promote the team’s work through participating in team and firm events, giving internal and external presentations, and producing expert articles for publication.

Education and qualifications

- It is expected that the successful applicant will be a UK-qualified solicitor with a minimum of 4 years’ PQE experience, several years of which should have been gained in the UK at a reputable City firm (but applicants with other suitable experience will also be considered).
- Strong academic, technical, drafting and personal skills are essential.

Senior Manager, Private Assets Tech Transformation
The Team

The Wealth and Asset Management industry is growing strongly and is facing high levels of change driven by themes such as regulation, cost optimisation and differentiation. The professional services market is already sizeable and will continue to grow and expanding further into this space is a Global Strategic Priority for KPMG. In the UK, the Wealth and Asset Management practice is a successful and growing segment of FS and technology driven transformation is a core driver of growth within consulting. KMPG already provides a comprehensive range of services to many of the largest financial services companies.

Our team works closely with KPMG’s broader advisory practice to link WAM client needs to capabilities from across technology. We are keen to recruit talented people who have the energy and drive to succeed in a dynamic and challenging environment and who have a passion for delivering excellent service and building strong relationships. Business-wide transformation, specifically operations and technology driven change is a key growth area for KPMG. The Asset Management industry is a technology laggard and our clients will need to transform their businesses and operating models to remain relevant as the industry faces increasing levels of disruption, which creates opportunities for KPMG.
We are keen to recruit talented people who have the energy and drive to succeed in a dynamic and challenging environment and who have a passion for delivering excellent service and building strong relationships. The team works in an agile and flexible manner, with plenty of opportunities to develop new skills and gain new knowledge. We are keen to support and develop our people to enable them to be the best they can be.

We believe we are market leaders in promoting diversity and inclusion in the workplace and want to encourage applications from people of all backgrounds and cultures.

Take a look at our website with the link below to see “What Makes Us Different”
http://www.kpmg.com/UK/en/about/WhatMakesUsDifferent/Diversity/Pages/default.aspx

The Role

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.


Responsibilities

Management and delivery of challenging, complex client engagements to ensure quality and value to our clients by:
• Understanding their business challenges and the threats they face
• Helping them navigate the increasingly regulatory environment
• Advising on governance, delivery frameworks and operating models
• Helping them optimise their approach to cyber security controls and risk management
• Coaching and developing team members through sharing of experience and knowledge, as well as managing the performance and development of other team members
• Upholding KPMG’s values by acting with integrity
• Building and managing multiple client relationships
• Project managing engagements to deliver high quality work in a timely manner to include: scoping / financial management (budgeting) / engagement and risk management / production and review of deliverables.
• Fee generation through actively identifying and progressing business development opportunities, as well as managing sales activities such as proposal development and client presentations.
• Contributing to practice management, e.g. knowledge sharing, training, proposition development, and knowledge management.
The Person
We expect that you will have:
• Professional experience in Wealth and Asset management consulting
• Ideally direct industry experience from a top asset manager
• Good understanding of the full WAM value chain as well as traditional asset classes – either from within a fund manager, a fund administrator or another management consultancy
• Good understanding of the operational and technological challenges associated with WAM businesses
• A track record within the Wealth & Asset Management industry with a sound understanding of the industry trends, key themes and challenges
• Ability to lead large scale technology transformation programmes
• Proven expertise in Project Management and delivery of projects on time, within scope and of high quality
• Understanding of a wide range of information security and IT methodologies, principles, technologies and techniques.
• Ability to develop excellent relationships both internally and with clients at a senior level.
• Proven ability to analyse problems, identify core issues and recommend appropriate solutions
• Proven ability to lead work at sustained levels of high intensity and inspire drive and confidence in others.
• Excellent communication skills (both written and oral), negotiation and project management skills
• A genuine interest and desire to work in the WAM technology sector and a strong desire to develop knowledge and skill sets
• An ability to contribute to a positive, inclusive and supportive working environment which respects and recognises all members of the team
• A good understanding of technology platforms across WAM (ideally Charles River, BlackRock Solutions, Simcorp or other core vendors)
• Experience in Business Architecture, vendor selections or implementations

Qualifications
• Degree from top university
• Industry qualifications preferred (e.g. CFA, IMC, CAIA)

Additional Information
The role can be based in London but may include travel; candidates must have a willingness to travel frequently, both domestically and internationally on occasions, with the potential to be away from home for set periods of time.

The Private Equity funds tax team provides a range of different tax services to fund vehicles and management entities above the portfolio company level. This includes tax compliance and tax reporting work for these entities, fund structuring and ad hoc advisory work for a range of mainly middle market private equity funds.

Our work requires a broad range of skills as we look after investment partnerships, investment companies, executives’ personal tax compliance and trading entities. Previous Private Equity or Alternative Investments experience is required at this level, whether this is in-house or in practice.

You will have the opportunity to apply your knowledge of the private equity industry, types of common fund structures, and the way different entities in these structures are taxed; to our client base.

At the senior manager level, you will be responsible for originating work by spotting ideas and opportunities and converting them into a proposition. You will build new relationships with clients, and develop existing relationships both inside and outside of the firm.


Responsibilities

You will be allocated a portfolio of clients and you will be required to support and develop the mangers and assistant managers to allow them to deliver tax compliance and other tax services on these clients.


You will be responsible for:

Originating work, taking ownership for propositions and taking them forward to market.
Developing capabilities of the members of the group.
Performing final reviews on tax compliance work and pieces of advice.
Developing internal and external network and leading relationships with clients.


Individual

You are likely to be an experienced manager or a new or experienced senior manager who is looking to move to a specialised team.
You should have relevant private equity or alternative investment industry experience.
You should have:
Very strong oral and written communication skills. You should be able to produce high quality pieces of advice.
Technical excellence, communicating technical issues clearly to both clients and team members.
Insight to spot ideas and opportunities for our clients and our team.
Ability to build and develop existing and potential client relationships, and invest time in longer term relationships even where fees are not forthcoming initially.
Experience of managing and developing people, and inputting into building a strong and motivated junior team.


Qualifications

Qualified CTA and/or ACA/CA or equivalent.