Tax Manager/Senior Manager, Private Client
3 days ago
At KPMG, you can 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 & 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
Key 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; 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
- 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
- Play a key role in growing KPMG's Closely Held Business/Family Office tax practice, both locally and on a national level
- 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; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials
- 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
- 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 offers a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle.
Available benefits are based on eligibility. Our Total Rewards package includes a variety of 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.
Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday.
Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at 'Benefits & How We Work ( '.
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