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Senior Tax Professional

2 months 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 Private Markets to join our Business Tax Services practice. As a key member of our team, you will be responsible for providing tax compliance and consulting services to high net worth individuals and families, as well as private equity-backed businesses.

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

  • 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
  • Education
    • 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; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
  • Skills
    • 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

Additional Requirements for Senior Manager

  • 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

About Our Benefits

KPMG-UnitedStates 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. 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 on our KPMG US Careers site.

Equal Employment Opportunity

KPMG-UnitedStates is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.