Tax Manager

6 days ago


Philadelphia, Pennsylvania, United States KPMG-UnitedStates Full time

About KPMG-UnitedStates

KPMG-UnitedStates is a leading professional services firm that provides audit, tax, and advisory services to clients across various industries. Our team of experts is dedicated to helping businesses navigate complex challenges and achieve their goals.

Job Summary

We are seeking a highly skilled Tax Manager / Senior Manager to join our Business Tax Services practice. The ideal candidate will have a strong background in tax consulting and a proven track record of delivering high-quality services to clients.

Responsibilities

  • Client Service
    • 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; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
    • 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
  • Leadership
    • 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
  • Professional Development
    • Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members

Requirements

  • Education
    • Bachelor's degree from an accredited college/university
  • Experience
    • 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
  • Skills
    • Excellent written and verbal communication skills with the ability to evaluate and articulate complex information

Additional Requirements for Senior Manager

  • Education
    • Bachelor's degree from an accredited college/university
  • Experience
    • 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
  • Skills
    • 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-UnitedStates offers a comprehensive compensation and benefits package, including a competitive salary, comprehensive health insurance, and a 401(k) plan. We also offer opportunities for professional development and advancement, as well as a dynamic and inclusive work environment.

Language Code

en-US


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