I'm looking for

Source is a foundational enabler for our Advisory business and our priority global client solutions (e.g. Powered Enterprise, Connected Enterprise, etc.) and for supporting the focus on consistency, growth, quality and collaboration.
- Drives up consistency, quality and cost effectiveness of sales and delivery through access to world class methods, insights, and enabling assets and tools (including managing practitioner access to materials for certified / accredited services)
- Supports drive for growth and profitability across the network, enabling development and delivery of new solutions and collaboration across the global network
- Provides critical enablers that support the effective functioning of multi-tier delivery models.
- Enables the continuous improvement and evolution of content and services across the global network, provides a single place for practitioners to collaborate, and enables a single view of all leading practice experiences in a rapidly-evolving market


Role Summary:
• Work with stakeholders to identify business requirements and understand industry trends and technology to ensure that we are enabling Source using leading edge tools to meet current and future business requirements
• Work with a blended team of professionals from Advisory, ITS Global, KGS and our external service providers to design, deliver and enhance the technology enabling Source
• Be accountable for the overall technology landscape of the Source Portfolio including application review and selection, and the business architecture review process for Source
• Along with the Source Project Delivery Lead and Infrastructure & Operations Lead, work with the Global Information Protection Group (IPG), Global Advisory Risk Management, member firms’ National IT Security Offices (NITSO), Privacy and Risk professionals for all platform security risks and issues to ensure the platform meets KPMG requirements. Work with vendors and ITSG to drive solutions
• Design and architect major strategic investment projects for the Source platform, from development of initial investment requests with Source leadership through to execution.
• Coordinate with other KPMG technology/solutions teams to identify synergies and opportunities to align priorities design opportunities and participate in architecture and advisory technology committees as required
• Identify areas of opportunity to address issues and improve quality, in particular around technology operations and technical and functional support
• Actively champion and role model the use of Source and represent Source as required
• Be an active member of the Source Leadership team driving the continued evolution of Source


Technical Skills & Qualifications:
• Understanding of solutions development lifecycle
• Knowledge of Atlassian and Microsoft collaboration platforms
• Technology experience, including infrastructure (data centers) and IaaS (Azure), content and collaboration platforms, IT risk and security, IT operations / IT service management


Description of level of Qualifications:
• Bachelor’s degree at a minimum
• TOGAF Certification an advantage
• Atlassian certification preferred
• Project/ program management qualification useful not essential


Experience & Knowledge:
• Extensive experience as an Business Architect, with a focus on large transformational programs, consulting experience is preferred
• Client delivery experience within KPMG and experience leading and managing projects
• Understanding and knowledge of Source products and tools
• Technology experience, including infrastructure (data centres) and IaaS (Azure), content and collaboration platforms, IT risk and security, IT operations / IT service management
• Experience working in Agile programs and development environments
• Strong technical, analytical, and problem solving skills
• Good communication skills and ability to engage effectively with business stakeholder as well as technology groups
• Self-motivated and comfortable working as part of a global team and leading virtual teams from across different functions

Using a wide variety of technical and sector-specific skills, KPMG's Risk Consulting group proactively helps clients increase profits whilst reducing reputational, operational, financial and other risks. We are experienced in managing diverse issues including fraud, regulatory compliance, risk frameworks and modelling, capital efficiency, corporate governance, dispute resolution, deriving value from contracts and much more.


Our clients need to deal effectively with technology related risks and derive maximum value from data and documentation. Our specialists provide independent, jargon free advice and advanced technology capabilities to help our clients proactively manage their technology risks and use their data to its full potential.


Joining KPMG means joining a talented team of exceptional colleagues who bring innovative thoughts and a natural curiosity to the work they do each day. No one type of person succeeds at KPMG; a diverse business requires diverse personalities, characters and perspectives. There really is a place for you here.


The Role


• Exhibit deep understanding of financial services firms and capital markets (buy and/or sell side) - key performance drivers, emerging technical and industry developments, general business/economic/regulatory developments and their impact to the client


• Leverage data, statistical and advanced analytical techniques to provide new insights into business performance issues for financial services firms and capital markets clients and recommend the best technologies and implementations to help them monetise the data and implement the latest technologies that would enable them to be more digital


• Provide oversight on the delivery of data analytics projects leading large teams, coach junior staff and regularly conduct trainings/knowledge sharing sessions on industry challenges and how analytics can help address those challenges


• Identify and capitalise on opportunities to expand business by building and executing on a pipeline of proactive propositions for financial services firms and capital markets clients. Assume ownership of key client relationships, identify revenue-generating opportunities and get involved in business development activities such as proposition development, proposal writing, pitch presentations, etc.


• Build global relationships and actively seek out the global networks best experts to address client needs


• Communicate compelling and well thought out solutions to complex problems


• Build constructive working relationships across different teams, functions, countries or cultures


• Ensure the firm’s quality protocols / risk management requirements are implemented and complied with both internally and on client engagements


• Build relationships with other departments to deliver market and client focused business solutions



The Person


• Recognises the importance of continuous self and team development and actively strives to achieve this.


• Helps others to understand how their work contributes to the overall success of an engagement and the wider firm


• Fosters a sense of self belief and confidence in others


• Seeks to understand others motivations


• Supports others to make brave decisions


• Cultivates a culture of resourcefulness and creative thinking



Essential Skills:


• Demonstrable expertise in providing analytical and data driven solutions to financial services and capital markets sector to improve business/risk/regulatory performance. Experience of working with a tier 1 consulting firm or a large Financial Services Institution as a Data Scientist is highly desirable


• Extensive experience of deploying advanced analytical techniques (such as statistical modelling, machine learning, NLP, optimisation, simulation, forecasting, information retrieval etc.) to generate insights


• Proven experience working with cloud technologies and cloud native applications especially across Google (Bigtable, BigQuery, Stackdriver, Data Studio, Cloud Data Fusion, Cloud Machine Learning, Natural Language API etc.), Amazon and Microsoft are highly desirable


• Experience across a range of analytical tools (GCP/AWS/Azure cloud applications, Hadoop, Beeline, Hive, SAS, SPSS, Matlab, Pentaho, R, Python, Qlikview, Spotfire, Tableau, Excel (VBA, Pivot Tables), etc.)


• Proven experience working across a plethora of data sources – open source data, third party data, transactional data, PII data, structured/unstructured etc. – merging such to derive business insights


• Strong understanding of financial services and capital markets across various product and asset classes


• Deep understanding of middle & back office processes, preferably engaged in operational strategy across investment operations to include Reporting (client, regulatory and fund performance), Trade Processing, Valuations, Distribution Operations, Mandate Control, client on boarding and transitions


• Strong leadership skills both on engagements and in an office environment


• A proven ability to lead complex engagements, manage and monitor budgets and financial performance


• Proven sales experience and ability to play an active role in the business development process


• Appreciation of growth areas in wholesale banking and capital markets and how analytics can be leveraged to create values for our clients


• Ability to spot opportunities to add value to clients and work with colleagues in other lines of service to help clients find solutions to the challenges they face



Desirable Skills:


• Hands on experience of building Artificial Intelligence and Machine learning/deep learning models


• Experience of using technology and analytics to design and implement RPA solutions


• Applied Statistics background


• Relevant professional qualifications (e.g. FRM, CQF or CFA) is a plus



KPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that all candidates are treated fairly throughout the Recruitment Process. Should you be successful after the initial application stage, please discuss with your recruitment contact any reasonable adjustments to our Recruitment Process that you may require.


KPMG consistently features in the Sunday Times Best Big Companies to work for, which has been recognised with a special achievement award to mark our 10 years in the Top 25. We pride ourselves on being a place where your individuality is valued; you can be yourself and still achieve your potential. We believe that your individuality helps us to deliver the best results to our clients. Diversity of background, diversity of experience, diversity of perspective - that's the KPMG difference. But, don't take our word for it, find out more about diversity at KPMG by viewing our Policy


KPMG has a commitment to sourcing candidates directly and as such we do not accept speculative CV’s from agencies. Please check here to see our policy on agencies: Policy

Using a wide variety of technical and sector-specific skills, KPMG's Risk Consulting group proactively helps clients increase profits whilst reducing reputational, operational, financial and other risks. We are experienced in managing diverse issues including fraud, regulatory compliance, risk frameworks and modelling, capital efficiency, corporate governance, dispute resolution, deriving value from contracts and much more.


Our clients need to deal effectively with technology related risks and derive maximum value from data and documentation. Our specialists provide independent, jargon free advice and advanced technology capabilities to help our clients proactively manage their technology risks and use their data to its full potential.


Joining KPMG means joining a talented team of exceptional colleagues who bring innovative thoughts and a natural curiosity to the work they do each day. No one type of person succeeds at KPMG; a diverse business requires diverse personalities, characters and perspectives. There really is a place for you here.


The Role


• Exhibit deep understanding of financial services firms and capital markets (buy and/or sell side) - key performance drivers, emerging technical and industry developments, general business/economic/regulatory developments and their impact to the client


• Leverage data, statistical and advanced analytical techniques to provide new insights into business performance issues for financial services firms and capital markets clients and recommend the best technologies and implementations to help them monetise the data and implement the latest technologies that would enable them to be more digital


• Provide oversight on the delivery of data analytics projects leading large teams, coach junior staff and regularly conduct trainings/knowledge sharing sessions on industry challenges and how analytics can help address those challenges


• Identify and capitalise on opportunities to expand business by building and executing on a pipeline of proactive propositions for financial services firms and capital markets clients. Assume ownership of key client relationships, identify revenue-generating opportunities and get involved in business development activities such as proposition development, proposal writing, pitch presentations, etc.


• Build global relationships and actively seek out the global networks best experts to address client needs


• Communicate compelling and well thought out solutions to complex problems


• Build constructive working relationships across different teams, functions, countries or cultures


• Ensure the firm’s quality protocols / risk management requirements are implemented and complied with both internally and on client engagements


• Build relationships with other departments to deliver market and client focused business solutions



The Person


• Recognises the importance of continuous self and team development and actively strives to achieve this.


• Helps others to understand how their work contributes to the overall success of an engagement and the wider firm


• Fosters a sense of self belief and confidence in others


• Seeks to understand others motivations


• Supports others to make brave decisions


• Cultivates a culture of resourcefulness and creative thinking



Essential Skills:


• Demonstrable expertise in providing analytical and data driven solutions to financial services and capital markets sector to improve business/risk/regulatory performance. Experience of working with a tier 1 consulting firm or a large Financial Services Institution as a Data Scientist is highly desirable


• Extensive experience of deploying advanced analytical techniques (such as statistical modelling, machine learning, NLP, optimisation, simulation, forecasting, information retrieval etc.) to generate insights


• Proven experience working with cloud technologies and cloud native applications especially across Google (Bigtable, BigQuery, Stackdriver, Data Studio, Cloud Data Fusion, Cloud Machine Learning, Natural Language API etc.), Amazon and Microsoft are highly desirable


• Experience across a range of analytical tools (GCP/AWS/Azure cloud applications, Hadoop, Beeline, Hive, SAS, SPSS, Matlab, Pentaho, R, Python, Qlikview, Spotfire, Tableau, Excel (VBA, Pivot Tables), etc.)


• Proven experience working across a plethora of data sources – open source data, third party data, transactional data, PII data, structured/unstructured etc. – merging such to derive business insights


• Strong understanding of financial services and capital markets across various product and asset classes


• Deep understanding of middle & back office processes, preferably engaged in operational strategy across investment operations to include Reporting (client, regulatory and fund performance), Trade Processing, Valuations, Distribution Operations, Mandate Control, client on boarding and transitions


• Strong leadership skills both on engagements and in an office environment


• A proven ability to lead complex engagements, manage and monitor budgets and financial performance


• Proven sales experience and ability to play an active role in the business development process


• Appreciation of growth areas in wholesale banking and capital markets and how analytics can be leveraged to create values for our clients


• Ability to spot opportunities to add value to clients and work with colleagues in other lines of service to help clients find solutions to the challenges they face



Desirable Skills:


• Hands on experience of building Artificial Intelligence and Machine learning/deep learning models


• Experience of using technology and analytics to design and implement RPA solutions


• Applied Statistics background


• Relevant professional qualifications (e.g. FRM, CQF or CFA) is a plus



KPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that all candidates are treated fairly throughout the Recruitment Process. Should you be successful after the initial application stage, please discuss with your recruitment contact any reasonable adjustments to our Recruitment Process that you may require.


KPMG consistently features in the Sunday Times Best Big Companies to work for, which has been recognised with a special achievement award to mark our 10 years in the Top 25. We pride ourselves on being a place where your individuality is valued; you can be yourself and still achieve your potential. We believe that your individuality helps us to deliver the best results to our clients. Diversity of background, diversity of experience, diversity of perspective - that's the KPMG difference. But, don't take our word for it, find out more about diversity at KPMG by viewing our Policy


KPMG has a commitment to sourcing candidates directly and as such we do not accept speculative CV’s from agencies. Please check here to see our policy on agencies: Policy

Team Information

KPMG’s national Innovation Reliefs and Incentives team ("IRI") is part of our wider Corporate Tax department, where staff work with clients to help them claim tax incentives for innovation and the creative sector. We are a multi-discipline team of tax specialists, scientists, engineers and IT specialists.

Our staff have the opportunity to develop relationships with clients, to help them claim corporation tax relief or credits for research & development, exploiting patents and producing creative content from video games through to TV programmes. This involves working with clients to produce complex tax claims, computations and documentation for HM Revenue & Customs and giving advice on the effect of the incentives on wider business considerations such as managing effective tax rate, structuring or where to locate research and development activities.

R&D Tax Relief provides an incentive to UK businesses carrying out qualifying R&D activity and the Patent Box provides an incentive to businesses that commercialise the results of that R&D in the UK. The team works with businesses from almost every sector of the economy to identify and quantify their qualifying R&D activity and to identify whether they qualify for the Patent Box regime and to quantify the benefits available. We then work with clients to obtain the incentives available to them

The IRI team is looking to expand with the appointment of a Senior Manager in the team based in Manchester

Roles and Responsibilities

This Senior Manager level role is for an individual with experience of the UK R&D Tax Relief regime to work with the local team to accelerate the growth of our business in the North. You will be required to use your tax knowledge to help our clients in making claims for R&D Tax relief, as well as Patent Box claims.

You will also be required to:

• Manage the engagement team to develop claim methodologies and prepare R&D tax relief claims and Patent Box claims for submission to HMRC (having responsibility for managing the overall engagement, including client engagement, technical and costing aspects)
• Work with the client's technical and tax teams to prepare and submit robust and eligible R&D Tax claims and Patent Box claims
• Manage the engagement team in responding to HMRC enquiries into R&D Tax claims and Patent Box claims
• Advise client on tax technical issues
• Build an internal network within the wider tax practice of the firm
• Establish and maintain strong client relationships with both existing and new clients
• Work with the client's finance and tax teams to ensure that eligible R&D Tax expenditure and patent income is identified.
• Play a key role in identifying and progressing business development opportunities and to pitch for work with both new and existing clients
• Contribute to the development of a specific area of the business plan

Qualifications and Skills

• Excellent communication skills in a range of situations both written and oral.
• The ability to deal with technical and finance staff on a one to one to basis, conducting structured discussions.
• Capable of reviewing documentation produced by the engagement team to a high level of quality for submission to HMRC.
• Knowledge of auditing complex costing information before submission to the client and/or HMRC.
• Providing constructive guidance to junior grades to deliver high quality work to the client/HMRC and as part of their career development.
• Capable of communicating confidently and knowledgably with other Managers, Senior Managers, Directors and Partners within the firm.
• Strong business development and client facing skills – proven history of being able to identify opportunities and converting them.
• Very good project management skills and an ability to manage own workload, as well as junior members of the team.
• Excellent problem solving skills
• Team player

Experience and Background

• High level of tax technical knowledge of the UK’s R&D tax incentives
• Knowledge of wider tax issues (knowledge of Patent Box legislation is a bonus)
• Experience in preparing and submitting R&D tax relief claims (experience of making Patent Box claims would be desirable but not essential)
• Experience in responding to HMRC enquiries
• Knowledge of different claim methodologies, especially any industry specific challenges, over a broad range of industries.