Tax Manager/Senior Manager, Private Client

4 days ago


Harrisburg, Pennsylvania, United States KPMG Full time
About the Role

We are seeking a highly skilled Tax Manager/Senior Manager to join our Private Client team at KPMG. As a trusted advisor, you will provide strategic, operational, and financial guidance to family offices and high net worth individuals.

Key Responsibilities
  • Direct tax compliance and consulting services for family offices and private equity-backed businesses
  • Provide analyses of financial, gift, estate, and income tax issues for ultra-high net worth individuals and families
  • Establish meaningful relationships with clients to gain their confidence and anticipate their needs
  • Build, manage, and direct multiple client engagement teams while maintaining active communication with clients
  • Contribute to market and business development activities, including identifying and pursuing new client service opportunities
Requirements
  • 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
  • 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
About KPMG

KPMG is a leading global professional services firm that provides audit, tax, and advisory services to clients across various industries. We are committed to investing in our culture and people, and we believe that our unique approach sets us apart from other firms.



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