The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in Bristol or Reading.

We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions.

You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals.

Responsibilities
•    Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.
•    You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets.
•    Assist in the management of the local team and take responsibility for the coaching and development of other team members.
•    Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction.
•    Assessing client’s personal tax position before developing and researching innovative solutions.
•    Project managing the delivery of complex tax advice and the subsequent implementation of that advice.
•    Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls

Qualifications and Skills
•    ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience

Experience and Background
•    Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning.
•    Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners.
•    Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities.
•    A passion for delivering exceptional service achieved by strength and depth of client relationships.
•    Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team.
•    A strong team ethic and the ability to grow resources and personally invest both within your immediate peer group but also more widely across the firm.
•    Be a self-starter who grasps market opportunities to develop new business.
 

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