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Private Client Tax Manager

Location: London

Service Line: Private Client

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Experienced Professional

Private Client Director

Location: London

Service Line: Private Client

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Experienced Professional

Return to Tax Programme – Private Client – Nationwide

Location: London

Service Line: Private Client

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Experienced Professional

Private Client Tax Senior Manager - Cambridge / Norwich

Location: Cambridge

Service Line: Private Client

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Experienced Professional

Senior Manager - Private Client

Location: Reading

Service Line: Private Client

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Private Client Tax Manager

Location: London

Capability: Tax

Service line: Private Client

Experience level: C

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 Director

Location: London

Capability: Tax

Service line: Private Client

Experience level: A

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.

KPMG has Global revenues of nearly £20bn, operates out of 156 countries and has over 152,000 employee’s world-wide. In the UK KPMG has revenues of nearly £2bn and 13,000 employees Tax & Pensions in the UK is presently a £350m+ business providing a full service offering to clients across the spectrum of Corporate Tax, People Services, Pensions and Indirect Tax. The Private Client team provides key tax and advisory services as part of the firm’s broader accounting and advisory services to private capital and contributes £25m nationally. Private Client has ambitious growth plans and looks to increase revenues by 50% by 2020 and the firm is investing in significant resource. Our goal is to be recognised as the number one tax advisory firm for Private Clients within the premier accounting and advisory firm for Private Capital.


Current Team – National:


There are currently 8 Partners, 3 Associate Partners and 6 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 led by Dermot Callinan with a one firm mentality 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.

Current Team – London:

The London team is the largest part of the national private client practice with over 50 staff including 4 Partners, 1 Associate Partner and 1 Director. We anticipate further director promotions from within the team in the next 12 months. The London team is led by Greg Limb. With the exception of Partnerships all the core service areas are prominent in the London team.



The Role:

We are looking for a Director to join our Private Client Tax team in London. 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, Private Equity & Hedge Fund Founders and Executives.

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 London. The role will involve working on a range of clients and projects.

The role includes:

- Be a key member of KPMG’s Private Client business development team. You will be required to build and expand your network (internal and external) to generate more opportunities for advisory work.
- Exhibit local and national responsibility for the advisory work, working particularly with wider national tax teams.
- 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.

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.

Return to Tax Programme – Private Client – Nationwide

Location: London

Capability: Tax

Service line: Private Client

Experience level: D

Employment type: Full Time


We know the corporate world can sometimes feel like you are expected to be just like everybody else – however you are an individual and we like that.

Our Tax, Pensions & Legal Services practice has designed a return to work programme to target qualified Tax professionals who are looking for flexibility, allowing them to balance their commitments at home with a return to work. This includes people who may have taken time out from work and are now looking for opportunities to return to a rewarding career in a supportive working environment.

What is on offer?

Return to Tax will support individuals in roles that are structured around agile working arrangements, with a focus on bridging the skills gap and building confidence to return to the workplace environment. We have roles across several KPMG UK office locations, or, for the right person we can consider remote home based working.

The key to providing agile working for our team is making sure it works for both our clients and you. To that end we’ve developed a range of working patterns to help balance your commitments. As well as the traditional part time offering, we have people that spread their work across the year with annualised contracts and people who mix office and remote working patterns.

We will offer successful candidates support with getting up to speed with the latest industry developments, refreshing their technical skills and becoming integrated into our professional services environment. They will receive ongoing support in the form of a learning allowance and a working mentor who will be assigned to them from the day they accept their offer. The mentor will arrange regular check-in time to evaluate progress against goals and determine any additional training needs. A buddy will also be available to provide day to day guidance. After 12 months, returners will be invited to apply for a permanent role within KPMG.

KPMG offers a range of benefits to support you and your family including; KPMG Stakeholder Pension Scheme, Life Assurance, Personal Accident cover, Group income protection, emergency dependent care, a BeWell confidential health support service, access to a private GP service 24 hours a day, and private medical cover*

* Private medical cover dependent on grade and length of service

Who we are looking for?

• Candidates with ACCA/ACA/CA/CTA/ATT or equivalent qualification
• Candidates must have experience working in Tax in the last 10 years
• Candidates who have a passion for returning to Tax working alongside our teams to deliver quality results for our clients

We are looking for candidates across all grades. You will be assessed on an individual basis, looking at prior Tax experience and qualifications.

Our aim is to attract exceptional people from diverse backgrounds who can deliver real results for our clients and drive the firm forward. If this is you and you are looking for a more flexible approach to work that can fit around your lifestyle or commitments at home, then please apply. You will be required to upload a CV when you apply for this role, however if you do not have a CV or would like to speak to a member of the recruitment team before applying, please request a call back by emailing: ukfmrtw@KPMG.co.uk

We also aim to make the interview process as streamlined as possible so as not to take up too much of your time. If you are invited to interview this will be in your nearest local office and over the course of a day you will have conversations with some of the senior members in our team. Following this, we will endeavor to provide you with feedback from these conversations and an offer, if you are successful, within maximum one week.

Private Client Tax Senior Manager - Cambridge / Norwich

Location: Cambridge

Capability: Tax

Service line: Private Client

Experience level: B

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.


Senior Manager - Private Client

Location: Reading

Capability: Tax

Service line: Private Client

Experience level: B

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. 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.


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