Job Description

Join KPMG’s Financial Services Tax team as a Manager in Product & Operational Taxes, based in Bristol with hybrid working of two days per week in the office. You’ll help financial services organisations respond to complex operational tax requirements through a varied mix of compliance, advisory and technology-enabled work. The role offers ownership of client relationships and projects, collaboration with UK and global specialists, and the opportunity to shape new propositions for the market. You’ll join a growing, supportive team that values diverse professional backgrounds and provides training and encouragement to help you thrive.

About the role

The issues surrounding tax and legal services are constantly evolving, both locally and globally. Our Tax and Law experts are at the forefront of providing a range of specialist tax and legal knowledge and technologies to empower businesses. This is why you'll find KPMG the perfect place for you to build your expertise, progress your career and make your mark.

Our tax professionals have an impact on some of the most pressing global challenges of the day, such as climate change, incentives and transparency. We offer real scale and size in terms of the range of tax solutions we offer clients. Our services span: International Tax, Deal Advisory Tax and Transfer Pricing; Business Taxes, covering advisory, compliance, claims and incentives and transformation; People Taxes, advising on all aspects of employee reward, tax issues arising as a result of having a global workforce as well as advising high-net-worth individuals and entrepreneurial families; and Indirect Taxes.

Within Financial Services Tax, our Product & Operational Taxes specialists support a broad client base across banking, custody, brokerage, asset management, alternative investment, wealth and hedge asset management, pension funds and sovereign wealth funds. The team brings together tax, legal, accounting, regulatory, professional services and industry experience, with colleagues based across London, Manchester, Bristol and Edinburgh.

As a Manager in Product & Operational Taxes, you’ll combine technical expertise with client delivery, project leadership and business development. You may work across the Financial Services and Asset Management tax teams or specialise in operational taxes, supporting established organisations, mid-sized firms and new market entrants. The role is based in Bristol and offers hybrid working, with two days per week in the office.

Role and responsibilities

• Develop and maintain strong technical knowledge across operational taxes and connected areas, applying it to practical client challenges.
• Manage client relationships and projects, acting as a trusted point of contact for operational tax matters.
• Build an understanding of each client’s business and work across KPMG to identify where operational tax and related services can add value.
• Develop clear, forward-looking propositions that respond to regulatory change and evolving client needs.
• Contribute to business development and proposal activity, helping turn opportunities into high-quality client work.
• Collaborate with KPMG teams across the UK and globally to deliver consistent, high-quality operational tax support.
• Work with technology teams to develop new solutions, take them to market and establish effective delivery models.
• Advocate for KPMG and the operational taxes team through relevant, high-quality client service and market activity.
• Delegate, coach and support colleagues while maintaining effective project oversight and delivery standards.

Experience and skills needed

• Deep technical capability in Product Tax or Operational Tax within financial services, supported by relevant practical experience in industry or professional services.
• A sound understanding of financial markets, market participants, investors and products, including banks, brokers, institutional investors, custodians, asset managers and private equity.
• Strong knowledge of at least one of the following: Withholding Tax, Transaction Tax, Information Reporting, including FATCA and CRS/AEOI, Qualified Intermediary requirements, or International Tax principles.
• Excellent project management skills, with the ability to delegate, coach and maintain high-quality delivery.
• Confident client-facing communication and relationship management skills.
• An interest in emerging technologies and the ability to connect technology developments with evolving tax regulation and client propositions.

Qualifications required

• A relevant tax or accountancy qualification, such as ACA, ACCA, CIMA, CTA or ATT.