Tax Services Manager

2 weeks ago


Boston, Massachusetts, United States KPMG Full time
Business Title:

Manager, Business Tax Services - Private Clients

Requisition Number:

 

Function:

Tax Services

Area of Interest:

 

State:

 

City:

Boston

Description:

At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists and enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Manager to join our Business Tax Services practice. As a Manager, you will be responsible for advising clients and delivering high-quality tax service and advice. You will play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust, and estate clients.

Responsibilities:

  • Advise clients and be accountable for delivering high-quality tax service and advice.
  • Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net worth individuals and Family Offices.
  • Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative, and regulatory changes affecting such individuals and family offices.
  • Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction.
  • Contribute to the growth, processes improvements, and institutional knowledge of the Family Office tax practice.
  • Mentor, coach, and manage a team of talented tax professionals.

Qualifications:

  • Minimum five years of recent ultra-high net worth tax experience in an accounting firm 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.
  • 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.
  • 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.

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