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Senior Manager - Private Client Advisory

Date: Apr 24, 2019

Location: Glasgow, United Kingdom

Company: KPMG UK

AutoReq ID131387BR
Job TitleSenior Manager - Private Client Advisory
CountryUnited Kingdom
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 Description
The Role

We are looking for a Senior Manager to join our Private Client Advisory team in Scotland. You will be expected to participate in winning new clients and bringing new offerings to the market helping to develop new areas and ensuring a good flow of work to the group as a whole.

You will have responsibility for a portfolio of high net worth clients working with the assistance of wider teams. These clients will include significantly wealthy individuals including entrepreneurs, company directors, shareholders of owner-managed businesses and people with inherited wealth.

Roles and Responsibilities

- You will be required to build and expand your network to generate more opportunities for Private Client work
- Manage the local team and be at the forefront of embedding an efficient process and delivering a high quality and efficient product
- You would be expected to delegate effectively, review work and have the ability to encourage and foster the development of team members
- Identify potential risks; deliver innovative and competitive solutions
- Recognise and develop opportunities to further grow the national business
- Advise clients regarding any planning opportunities (CGT, IT, IHT)
- Confirming tax efficiency of investment
- Manage your work in progress and bill in a timely manner

The Person

Qualifications and Skills

- University degree (preferably 2:1 or above)
- ACA, CA, CTA, ACCA or equivalent with relevant personal tax knowledge/experience

Experience and Background

- Previous experience of working in a management position
- Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including partnerships, private equity, international tax planning and non domicile individuals.
- Proven track record of building long term client relationships with high ranking C suite senior executives and high net worth individuals which often generate advisory opportunities
- Market facing leadership skills
- A passion for delivering exceptional service achieved by strength and depth of client relationships and a strong belief in value delivered
- Ambition that matches the ambition that we have for this business
- 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 sees opportunities in the market to evolve the business strategy in line with the changing needs of our client base

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 WorkingIntelligent working
While 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.
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 could assist 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.

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 all candidates are treated fairly throughout the Recruitment Process. Should you be successful after the initial application stage, please discuss with your recruitment contact any reasonable adjustments to our Recruitment Process that you may require.

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 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

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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