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Senior Manager - Private Client

Date: Dec 1, 2018

Location: Bristol, United Kingdom

Company: KPMG UK

AutoReq ID136545BR
Job TitleSenior Manager - Private Client
CountryUnited Kingdom
LocationBristol
FunctionTax
Service LinePrivate Client
Service Line InformationKPMG's Tax practice is a dynamic and successful area of our business. A constantly changing and increasingly high-profile field, Tax can offer a surprisingly broad range of quality career paths to ambitious people. Working in the Private Client department at KPMG will give you the opportunity to develop relationships with a variety of clients, from Executives of multi-national firms to professional sportsmen, entertainers and senior members of private equity firms who may be tax resident in a range of jurisdictions as you work with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services.

KPMG OverviewKPMG is part of a global network of firms that offers Audit, Tax & Pensions, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.

Job DescriptionAt 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.

Role and Responsibilities

We are currently looking to recruit a Senior Manager, who will be a crucial part of our successful Private Client team.
Our Private Client department in the South West region is led by two Partners and two Directors with the team of 36 covering the South of England from our offices in Bristol and Reading. The Department works with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms and senior members of private equity firms; who may be tax resident in a range of jurisdictions. If you are a highly motivated qualified Accountant with experience of working in personal tax or private Client tax, then we’d like to hear from you.

The role entails working with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services. on a wide range of private services. This is an advisory role requiring a Manager with significant previous private client experience.
More specifically, some of the responsibilities will include:-

- Ensuring the delivery of a high quality personal tax service to our clients;
- Managing a portfolio of more complicated clients, including partnerships, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax and particularly identifying opportunities to advise your portfolio of clients in relation to these taxes;
- Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions on one-off assignments;
- Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met;
- Managing work in progress and ensuring prompt billing and cash collection;
- Overseeing the performance and career development of partly and newly qualified staff.

Experience and Background
- Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients.
- A keen and insightful understanding of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
- An ability to work as part of a team as well as on their own initiative.
- A commitment to clients, colleagues and KPMG.
- High level of analytical skills and a commercial approach to resolving issues and providing advice.
- Strong interpersonal skills are required in addition to strong oral and written communication skills.

Qualifications and Skills

- Qualified accountant or tax advisor (ACA, ACCA or CTA) with experience working with entrepreneurial businesses or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments.

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 agile 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.

Our DealIf the chance to work with interesting clients and innovative technology wasn’t rewarding enough, we’ll motivate you in other ways too. At KPMG you can expect real responsibilities and opportunities to grow professionally.


‘Our Deal’ sets out all the different ways you’ll be rewarded at KPMG. Among other things you can benefit from honest conversations about your career as well as a range of other rewards. In all these ways and more, we have created an environment that can bring out the best in you.

Flexible WorkingWhile some of our client-facing professionals can be required to travel regularly, and at times be based at client sites, we are supportive where possible of helping you to achieve a balance between your home and work demands.

We are happy to discuss individual requirements and our range of flexible working arrangements could be of interest. Furthermore, as part of the recruitment process, we can put you in touch with people who work flexibly so you can understand from them what our culture is like.

Applying with a DisabilityKPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that you are treated fairly throughout our Recruitment Process. Should you be successful after the initial application stage, please discuss any reasonable adjustments that you may require, with your recruitment contact.

KPMG's commitment to diversity

KPMG consistently features in the Sunday Times Best Big Companies to work for, which has been recognised with a special achievement award to mark our 10 years in the Top 25. We are proud of the value we place on individuality; we want you to bring your full self to work and truly maximise your potential. We believe that your individuality helps us to deliver the best results for our clients. Diversity of background, diversity of experience, diversity of perspective - that's the KPMG difference. But, don't take our word for it, find out more about diversity at KPMG.

Returning to work after a break

At KPMG, we appreciate that returning to work after an extended career break can be daunting. We understand that those with experience who have taken a career break have a wealth of experience and knowledge to offer our organisation, which helps us to achieve our business goals. We will support you to refresh your skills, develop your confidence and provide a supportive network across the firm to help you best integrate into the working environment. This role welcomes applications for individuals who have been out of work for 18 months or more and who have previous relevant experience.

Policy for Agencies

KPMG has a commitment to sourcing candidates directly and as such we do not accept speculative CV’s from agencies. Please check here to see our policy on agencies: Policy


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