Tax Manager/Senior Manager, Private Client
2 days ago
At KPMG, we are seeking a highly skilled Tax Manager/Senior Manager to join our Private Markets team. As a key member of our team, you will be responsible for providing tax compliance and consulting services to high net worth individuals and families, as well as closely held businesses and family offices.
Responsibilities:
• Serve as the trusted advisor to family offices on strategic, operational, and financial matters
• Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups
• Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
• Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMG's Audit and Advisory practices
• Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members
Requirements:
• Minimum five years of recent focused high net worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
• Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing
• Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
• Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
Additional Requirements for Senior Manager:
• Minimum eight years of recent focused high net worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
• Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
What We Offer:
KPMG is an affirmative action-equal opportunity employer. We offer a comprehensive compensation and benefits package, including medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. We also offer Personal Time Off per fiscal year, as well as two firmwide breaks each year where employees will not be required to use Personal Time Off. Additional details about our benefits can be found on our KPMG US Careers site.
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