Tax Manager/Senior Manager, Private Client
4 weeks ago
Tax Manager/Senior Manager, Private Client
Requisition Number:
Function:
Tax Services
Area of Interest:
State:
PA
City:
Pittsburgh
Description:
We are seeking a Tax Manager/Senior Manager, Private Client to join our Business Tax Services practice. As a trusted advisor to family offices, you will serve as the primary point of contact for strategic, operational, and financial matters. Your expertise will be essential in providing tax compliance and consulting services for multi-generational family and private-equity backed businesses.
Key responsibilities include:
- Serving as the trusted advisor to family offices on strategic, operational, and financial matters
- Directing tax compliance and consulting services for multi-generational family and private-equity backed businesses
- Establishing meaningful rapport with sophisticated clients to gain their confidence and anticipate their needs
- Building, managing, directing, and monitoring multiple client engagements teams
- Leading, participating in, and contributing to market and business development activities external to the firm
- Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members
Additional responsibilities for Senior Manager:
- Play a key role in growing KPMG's Closely Held Business/Family Office tax practice, both locally and on a national level
Qualifications:
- 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 qualifications 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
KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
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