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Experienced Professional

Tax Manager - Family Office & Private Client - US

Location: London

Service Line: Private Client

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Experienced Professional

Senior Manager - Private Client Tax - Scotland

Location: Edinburgh

Service Line: Private Client

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Experienced Professional

Tax Manager - Family Office and Private Client, Central Technical

Location: London

Service Line: Tax Central

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Experienced Professional

Assistant Manager - KPMG Law - Private Client

Location: London

Service Line: Legal Services

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Experienced Professional

Tax Assistant Manager - Family Office & Private Client - US

Location: London

Service Line: Private Client

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Experienced Professional

Assistant Tax Manager - Trust Family Office & Private Client, UK Wide

Location: London

Service Line: Private Client

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Tax Manager - Family Office & Private Client - US

Location: London

Capability: Tax

Service line: Private Client

Experience level: Manager

Employment type: Full Time


There are currently 5 Partners, 3 Associate Partners and 12 Directors across the national Family Office and Private Client (FO&PC) 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

One key FO&PC area that we do not cover is the provision of personal tax services to US Citizens based in the UK.

The role
We are looking for a Manager to join our FO&PC team in our London US Private Client Practice.
This is primarily an advisory role requiring either an experienced Assistant Manager or a recently promoted Manager with significant previous US private client experience. More specifically your responsibilities will include:

- You will be required to support in building a practice from scratch (albeit a small amount of compliance work exists it is anticipated you will support the transition from an existing team sat within the Global Mobility Practice)

- Ensuring the delivery of a high quality personal tax service to our clients;

- Managing a portfolio of complex and diverse clients, including partnerships and non-UK domiciled individuals, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax and income tax and particularly 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;

- Overseeing the performance and career development of partly and newly qualified staff.


Qualifications and Skills

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

-Qualified accountant or tax specialist with experience of working in a similar environment with experience of US Private Clients and varied advisory assignments.

-Academically strong results in career to date coupled with a deep technical understanding of the issues affecting private clients and partnerships.

-Strong interpersonal skills with the ability to communicate clearly and constructively at a variety of levels with clients, their other professional advisors and colleagues.

-A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.

-An ability to work as part of a team as well as on their own initiative

-A commitment to clients, colleagues and KPMG.



Senior Manager - Private Client Tax - Scotland

Location: Edinburgh

Capability: Tax

Service line: Private Client

Experience level: Senior Manager

Employment type: Either Full Time Or Part Time


The Role



The KPMG Scotland Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in this successful team across any of our Scottish offices (Edinburgh, Aberdeen or Glasgow).








As we enter a post pandemic era, the future of Capital Taxes looks more uncertain than ever and the Scottish Private Client tax team continue to grow to deliver quality solutions to complex client issues. We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.








Y


ou would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.








Responsibilities







Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.






You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.






Assist in the management of the local team and take responsibility for the coaching and development of other team members.






Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.






Assessing client’s personal tax position before developing and researching innovative solutions.






Project managing the delivery of complex tax advice and the subsequent implementation of that advice.






Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls.







The individual







Qualifications and Skills






University degree (preferably 2:1 or above)






ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience






Experience and Background






Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.






Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.






Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.






A passion for delivering exceptional service achieved by strength and depth of client relationships.






Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.






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 grasps market opportunities to develop new business.







Tax Manager - Family Office and Private Client, Central Technical

Location: London

Capability: Tax

Service line: Tax Central

Experience level: Manager

Employment type: Either Full Time Or Part Time


Manager – Family Office and Private Client Tax Central Technical

Introduction
We are looking for an ambitious Manager (C Grade) to join our Family Office & Private Client (FO&PC) Tax Central Technical knowledge team.
Applicants should have experience of Private Client tax, a genuine interest in government tax policy and be passionate about making a difference to how the FO&PC Tax Central Technical team builds and manages its tax knowledge.
The role would suit an existing Manager with strong relevant experience in FO&PC tax advisory work and ideally some tax policy experience.

FO&PC Tax Central Technical team - what we do
Clients work with us for our deep technical insight matched with commercial acumen. So, building and developing our technical expertise is critical to give us an edge in the market.
The FO&PC Tax Central Technical team is focused on supporting the FO&PC tax practice providing technical assistance and resources to support and grow the FO&PC business.

The role
The role is an opportunity for an individual to develop a strategic market focus and strong tax technical skills understanding complex law and practice, translating and delivering these in user friendly summaries. These are essential skills to be an outstanding tax adviser.

This is an excellent opportunity for the successful candidate to:
• Broaden and deepen their tax knowledge
• Be an integral part of the firm’s thinking on emerging technical and tax policy issues
• Develop their business writing skills by drafting summaries of technical matters for internal and external audiences
• Build their network and work with a range of senior technical experts to create comprehensive technical resources
• Develop a thorough understanding of our Knowledge Management (KM) systems and practices.
What will my responsibilities be?
• Helping to prepare and maintain issues led material with a commercial focus such as Internal Briefing Notes and technical analysis that consolidate the firm’s technical knowledge on specific topics
• Developing deep expertise in specific subject matter areas thereby becoming a ‘Subject Matter Expert’
• Producing curated summaries of technical materials
• Producing commercially relevant digital training materials on tax technical topics
• Drafting articles on developments for internal and external audiences including material published in our external publication Tax Matters Digest
• Involvement in the Tax Policy Cycle (e.g. Budget and draft legislation) analysis and workstreams resulting from this
• Drafting responses to HMT/HMRC consultations on new proposals
• Supporting knowledge management initiatives
• Responding to ad hoc technical queries from the national FO&PC team
• Attending technical meetings and summarising key points for sharing more widely

What are we looking for in the successful candidate?

The successful candidate will ideally
• Be technically qualified (CTA/ICAS/ICAEW or a solicitor with relevant tax experience) with client-facing experience in FO&PC and some tax policy experience would be beneficial
• Have a strong attention to detail and high personal standards for delivering high quality work on time
• Have a real interest in tax and the potential implications for KPMG and our clients of the many developments and changes that are taking place
• Enjoy researching and analysing tax law and cases
• Be able to understand complex tax technical issues quickly, to a level where they can communicate them clearly to audiences of differing experience and expertise
• Be proactive in seeking guidance as required, seeking new challenges and supporting others in the team
• Have strong communication skills in a variety of media, including being able to explain complex concepts in a straightforward way and adapt communication style to suit the audience. Strong written communication skills are essential to the role
• Be confident in dealing with personnel at all levels
• Be positive and enthusiastic about sharing knowledge and promoting good communication
• Have a good working knowledge of Word, Excel and PowerPoint and able to produce professional looking documents independently

Enquiries
Please contact Jane.Scott2@kpmg.co.uk if you would like further information on the role.


Assistant Manager - KPMG Law - Private Client

Location: London

Capability: Tax

Service line: Legal Services

Experience level: Associate/Assistant Manager

Employment type: Full Time


KPMG Law is seeking a 1-3 PQE private client lawyer to join its expanding Private Client team in London.

KPMG Law is focused on providing solutions to clients which deliver outstanding results and client outcomes through legal expertise enhanced by the ability to integrate with wider professional services capabilities within KMG, use the power of technology and leverage our global footprint. Our lawyers have the benefit of being part of an exciting growth business within a leading professional services firm. The KPMG Law network comprises over 2700 lawyers in 80+ jurisdictions.

Our Private Client lawyers work particularly closely with KPMG’s national Family Office & Private Client tax team, which includes UK and international tax specialists, tax investigations experts and family business/family governance specialists. We are highly experienced in advising UK and international families, family offices, private banks, fiduciary groups and high net worth individuals on managing their personal, trust and company tax and legal affairs. We often work alongside our KPMG colleagues around the globe and as a result there are plenty of opportunities to further grow and develop.

The candidate:

The candidate should be:
• an entrepreneurial self-starter who is excited by the opportunity to provide legal services in a different environment as part of a fully multi-disciplinary practice;
• able to understand the legal solution for clients within the wider picture and keen to become a more rounded private client advisor;
• technically able, with an easy familiarity with relevant tax and trust law issues commensurate with their experience;
• a proactive and resilient problem solver;
• a team player who enjoys working with people from diverse backgrounds and disciplines;
• a relationship builder who would like the opportunity to develop these skills further both within the KPMG network and externally.

Specific skills and experience:

• A UK qualified solicitor with 1-3 years PQE (but applicants with other suitable experience will also be considered) coming from a firm with a strong private client practice.
• Strong academic and personal skills are essential.
• Conscientious with good attention to detail.
• Able to demonstrate experience in/exposure to:
o drafting and advising on wills and trusts in UK and international context;
o international succession law;
o mental capacity planning and powers of attorney;
o probate and estate planning with associated UK tax considerations.
• Excellent communication skills with the ability to work collaboratively with team members and to develop client relationships.
• An interest in completing or having completed the STEP qualifications would be beneficial.

Tax Assistant Manager - Family Office & Private Client - US

Location: London

Capability: Tax

Service line: Private Client

Experience level: Manager

Employment type: Full Time


There are currently 5 Partners, 3 Associate Partners and 12 Directors across the national Family Office and Private Client (FO&PC) 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

One key FO&PC area that we do not cover is the provision of personal tax services to US Citizens based in the UK.

The Role

We are looking for an Assistant Manager to join our FO&PC team in our London US Private Client Practice.
This is primarily an advisory role requiring an Assistant Manager with previous US private client experience. 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.
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.

More specifically your responsibilities will include:

- Supporting in building a practice from scratch (albeit a small amount of compliance work exists that is anticipated you will support the transition from an existing team sat within the Global Mobility Practice)

-Ensuring the delivery of a high quality personal tax service to our clients;

-Managing a portfolio of complex and diverse clients, including partnerships and non-UK domiciled individuals, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax and income tax and particularly 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.





Assistant Tax Manager - Trust Family Office & Private Client, UK Wide

Location: London

Capability: Tax

Service line: Private Client

Experience level: Associate/Assistant Manager

Employment type: Either Full Time Or Part Time


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

The Team

We are currently recruiting for a Tax Assistant Manager to join our successful Trust Family Office & Private Client team.

As a national practice our Family Office & 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, STEP or ACA/ACCA) with experience of working in trusts, 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 our Trust Team providing a mixture of advisory and compliance services on a wide range of trust tax matters to both UK and offshore trusts.

More specifically, some of the responsibilities will include:-

· Ensuring the delivery of a high quality trust tax service to our clients;
· Managing a diverse portfolio of more complex clients and being able to provide tax advice on a wide range of assignments including income tax, inheritance tax, and capital gains tax;
· Preparing and reviewing Trust Accounts and Trust Tax Returns;
· Assisting trustees with the administration of trusts including the trust registration service.
· Managing your trust clients 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 trust 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 trusts and 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.

We are also open to applicants from individuals with other relevant tax or accountancy experience that hold a suitable qualification and can demonstrate exceptional client service and a desire to develop in a new area of tax.
We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.

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