Senior Manager, Business Tax Services

4 weeks ago


Dallas, Texas, United States KPMG Full time
Business Title:
Senior Manager, Business Tax Services - Private Clients

Requisition Number:

Function:
Tax Services

Area of Interest:

State:

TX

City:
Dallas

Description:

At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing high-quality tax services and advice to ultra-high net worth individuals and family offices.

Enjoy a collaborative culture that empowers your success and access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. As a Senior Manager, you will play a key role in growing KPMG's private client tax practice, advising clients on complex individual income tax, gift, estate, and trust returns, and serving as a trusted advisor on tax-related matters. You will also build, manage, direct, and monitor multiple client engagements teams, while maintaining active communication with clients to manage expectations and ensure client satisfaction. Additionally, you will 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. Responsibilities:
Advise clients on complex tax matters and deliver high-quality tax services and advice
Review and analyze individual income tax, gift, estate, and trust returns for ultra-high net worth individuals and family offices
Serve as a trusted advisor on tax-related matters, including current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting ultra-high net worth individuals and family offices
Build, manage, direct, and monitor multiple client engagements teams, while maintaining active communication with clients to manage expectations and 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 eight years of 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

Benefits:
KPMG offers 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.

Additionally, KPMG provides 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.

For more information on KPMG's benefits, please visit our KPMG US Careers site at 'Benefits & How We Work'.


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