Family Office & Private Client - Compliance Manager

Location: Bristol, Leeds, Birmingham or Glasgow (hybrid)

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

We are currently recruiting managers to join our successful Family Office & Private Client Compliance team in our Bristol, Birmingham, Leeds, Glasgow.

Why join KPMG as a Family Office & Private Client Tax Compliance Manager?

As a national practice our FO&PC team consists of 162 team members across the UK, led by 4 Partners, 7 Associate Partners and 19  Directors.  

We work with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and members of private equity firms, who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships. 

If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we’d love to hear from you.

We also recognise and value highly motivated individuals who are qualified through experience rather than exams and invite you to apply too. 
 

What will you be doing?

The personal tax environment moves rapidly and our practice sits within a highly regulated environment.  Candidates should be capable of managing a diverse range of tasks and demonstrate an aptitude for project management whilst maintaining impeccable standards of client service.

The role entails managing a portfolio of, and holding the relationship with, compliance clients whilst identifying and actively seeking value-added advisory opportunities.  You will lead the provision of day to day advisory matters on your clients, introducing and working alongside advisory colleagues where appropriate. 

You will ensure the delivery of a high quality compliance service to our clients, including the review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues.  You will also manage the risk and regulatory considerations on your portfolio, budgeting, work in progress and ensure prompt billing and cash collection.

What will you need to do it?

The role will suit either a high performing Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team.

Candidates interested in this role should have the following skills and qualifications:

Minimum Criteria:

• Qualified tax adviser or accountant (ATT, CTA, ACA or ACCA qualified)

• Demonstrable experience working within a personal tax environment with exposure to a diverse portfolio of private clients and proven hands-on experience preparing and reviewing personal tax returns.

• Ability to effectively manage a large portfolio of private clients, delivering a high-quality client service.

Essential Criteria:

• Strong client relationship and engagement management skills, with the ability to build and maintain trusted client relationships.

• A desire to work in a challenging but rewarding environment;

• Strong communication skills and a willingness to contribute ideas and actively participate in supporting business growth and practice development;

• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients and partnerships.

• An understanding of the KPMG Values and their importance in our work together.

• Professional curiosity, enthusiasm for private client work and an aptitude for technical analysis perhaps with a desire to specialise in an area of interest alongside a strong general technical competence.

We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.

To discuss this or wider Tax roles with our recruitment team, all you need to do is apply, create a profile, upload your CV and begin to make your mark with KPMG.

Find out More:

Within Tax we have a range of divisions and specialisms.  Click the links to find out more below:

• Tax at KPMG       Tax & Law (kpmgcareers.co.uk)

• About our firm:  About our firm (kpmgcareers.co.uk)

• KPMG Culture. Being Inclusive:  Being inclusive (kpmgcareers.co.uk)

• KPMG Workability and Disability confidence:  Need Support? Let us know (kpmgcareers.co.uk)

For additional support in applying, please click the clinks to find out more:

• Applying to KPMG:  www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/

• Tips for interview:  www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/application-advice/

• KPMG values:  www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/our-values/

• KPMG Competencies:  www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/kpmg-competencies/

• KPMG Locations and FAQ:  www.kpmgcareers.co.uk/faq/?category=Experienced+professionals