I'm looking for

Search results for "Private Client"

Experienced Professional

Private Client Tax Manager

Location: London

Service Line: Private Client

View role

Experienced Professional

Private Client Tax Senior Manager - Cambridge / Norwich

Location: Cambridge

Service Line: Private Client

View role

Experienced Professional

Tax Assistant Manager - Private Client Academy - Birmingham

Location: Birmingham

Service Line: Private Client

View role

Experienced Professional

Tax Assistant Manager - Private Client Academy - London

Location: London

Service Line: Private Client

View role

Experienced Professional

Senior Manager - Private Client (Reading or Bristol)

Location: Reading

Service Line: Private Client

View role

Private Client Tax Manager

Location: London

Capability: Tax

Service line: Private Client

Experience level: Manager

Employment type: Full Time



The Role

• Manage a portfolio of advisory clients facing a variety of technical issues, covering both UK resident and domiciled and non-UK resident and/or non-UK domiciled clients.
• You will be expected to begin to build and expand your network to generate more opportunities for Private Client work.
• Oversee the compliance work for many clients and enhance and build the compliance offering through a combination of leveraging the skills of our people onshore and utilising offshore recourse.
• 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.
• Advise clients regarding any planning opportunities (CGT, IT, IHT)
• Confirming tax efficiency of investments

Qualifications and Skills

Manager candidates should have an established 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
• Expertise on all matters relating to tax returns and self-assessment including aspects relevant to international mobile senior executives.
• Proven track record of building long term client relationships with high net worth individuals which often generate advisory opportunities.
• Market facing leadership skills.
• 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.
• 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


Private Client Tax Senior Manager - Cambridge / Norwich

Location: Cambridge

Capability: Tax

Service line: Private Client

Experience level: Senior Manager

Employment type: Full Time



The Role

The role entails working with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing advice and overseeing compliance services.

In particular the responsibilities will include:

• Ensuring the delivery of a high quality personal tax service to our clients
• Managing a portfolio of more complicated clients, including partnerships, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains 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 and transaction support 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 more junior staff


The Individual

• Qualified accountant or tax advisor with experience working with entrepreneurial businesses or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments.
• Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients
• A keen and insightful understanding 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
• 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
• Ability to create new business from clients and prospective clients of the firm
• A commitment to clients, colleagues and KPMG

It is accepted that applicants may need support with their development in some areas depending on their background and previous experience.


Tax Assistant Manager - Private Client Academy - Birmingham

Location: Birmingham

Capability: Tax

Service line: Private Client

Experience level: Associate/Assistant Manager

Employment type: Full 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 Tax Assistant Managers to join our successful National Private Client teams within in our Bristol, Birmingham, London, Leeds, Manchester and Reading offices.

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 Academy

As a successful candidate, you will join “The Academy” which is our new 4-week intensive program designed to offer an immersive and wide-ranging tax technical and practical learning experience for high achieving individuals who are interested in working in a highly advisory focused Private Client role. You will train alongside other successful recruits from across the country as well as our existing national Assistant Manager population which will provide you with the opportunity to start building your internal network at KPMG, whilst equipping you with the skills necessary to succeed within our Private Client team.

Following completion of the Academy training, you will be ready to join your chosen Private Client office/team as an Assistant Manager and put the skills you have learnt into practice as you begin to manage your own portfolio of clients, supported by existing team members.

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.
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.


Tax Assistant Manager - Private Client Academy - London

Location: London

Capability: Tax

Service line: Private Client

Experience level: Associate/Assistant Manager

Employment type: Full 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 Tax Assistant Managers to join our successful National Private Client teams within in our Bristol, Birmingham, London, Leeds, Manchester and Reading offices.

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 Academy

As a successful candidate, you will join “The Academy” which is our new 4-week intensive program designed to offer an immersive and wide-ranging tax technical and practical learning experience for high achieving individuals who are interested in working in a highly advisory focused Private Client role. You will train alongside other successful recruits from across the country as well as our existing national Assistant Manager population which will provide you with the opportunity to start building your internal network at KPMG, whilst equipping you with the skills necessary to succeed within our Private Client team.

Following completion of the Academy training, you will be ready to join your chosen Private Client office/team as an Assistant Manager and put the skills you have learnt into practice as you begin to manage your own portfolio of clients, supported by existing team members.

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.
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.


Senior Manager - Private Client (Reading or Bristol)

Location: Reading

Capability: Tax

Service line: Private Client

Experience level: Senior Manager

Employment type: Full 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.

Role and Responsibilities

We are currently looking to recruit a Senior Manager, who will be a crucial part of our successful Private Client team.
Our Private Client department in the South West region is led by two Partners and two Directors with the team of 36 covering the South of England from our offices in Bristol and Reading. Our Reading office is moving into a new building (Forbury Place) in the centre of Reading in December 2019.


The Department works with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms and senior members of private equity firms; who may be tax resident in a range of jurisdictions. If you are a highly motivated qualified Accountant with experience of working in personal tax or private Client tax, then we’d like to hear from you.

The role entails working with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services. on a wide range of private services. This is an advisory role requiring a Manager with significant previous private client experience.
More specifically, some of the responsibilities will include:-

· Ensuring the delivery of a high quality personal tax service to our clients;
· Managing a portfolio of more complicated clients, including partnerships, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains 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.

Experience and Background
- Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients.
- A keen and insightful understanding 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.
- 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.

Qualifications and Skills

- Qualified accountant or tax advisor (ACA, ACCA or CTA) with experience working with entrepreneurial businesses or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments.

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 agile 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.




Search and apply

Let your curiosity guide you. Search and apply to our open opportunities.

Student community

Join our student community to stay up to date with programmes.

This website uses cookies that provide necessary site functionality and improve your online experience. By continuing to use this website, you agree to the use of cookies. Our cookies notice provides more information about what cookies we use and how you can change them.

Back to top