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Tax Manager - US High Net Worth

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Job description

The KPMG Family Office & Private Client team is a cornerstone of our business. Operating from London we do work that matters, serving the region with diligence and expertise.

KPMG is one of the world's largest and most respected consultancy businesses. We've supported the UK through times of war and peace, prosperity and recession, political and regulatory upheaval. We've proudly stood beside the institutions and businesses which make the UK what it is.

We are a network of specialists with a proven track record in Private Client Tax who can offer a forward-thinking working environment with a supportive structure and management team. We collaborate with organisations of all shapes and sizes across a broad range of tax solutions.

Why Join KPMG as a Tax Manager - Private Client (US High Net Worth Team)

We are looking to recruit a US Private Client Tax Manager to be based in our London office. The role will involve working closely in a strong team on a range of clients and exciting projects, collaborating with different teams and locations across the firm, as well as helping build a new US tax practice in a Big 4 firm

What will you be doing?

As a US/UK tax manager, you will be required to manage all aspects of the tax compliance process and the wider client relationship management. You will be required to lead and assist on advisory projects involving various tax and residency queries whilst developing and maintaining client relationships, under the support of a senior manager and/or director.

Aside from the technical role, you will be involved in the continuing building and development of a new US tax team within a Big 4 firm and expected to have strong interpersonal skills with the ability to communicate clearly and constructively at a variety of levels with clients, their other professional advisors and your colleagues.

  • Managing the complete compliance process whilst ensuring work meets expected standards, including minimising risk and ensuring an excellent level of client service is maintained throughout.
  • Reviewing US tax returns and communicating points back to the team, and signing out completed tax returns as agreed with senior staff
  • Strong experience with US and non-US trusts, including reviewing US trust tax returns, distributable net income analysis and beneficiary statements.
  • Managing complex advisory project with respect to trust and estate matters and being responsible for the delivery of such projects.
  • Line managing junior staff.
  • Delegating work to other members of the team and having the ability to train and develop their understanding in both technical and soft skills.
  • Knowledge of other areas of tax (such as estate/gift tax, IHT and corporate tax) and to be able to identify when to involve other experts within the company
  • Client management and building relationships, ensuring all internal and external deadlines are met.
  • Taking the lead on the billing processes and working towards prompt payments.

What will you need to do it?

  • EA and ATT qualified.
  • Excellent written and verbal communication skills, including providing a high standard of service to clients.
  • The desire to take ownership of your career and development.
  • 5+ years of experience working in a US/UK tax role; currently an experienced Assistant Manager or a new/experienced Manager.
  • Experience of reviewing and signing out US tax returns and dealing with client tax requirements
  • Experience managing junior staff.
  • A keen and insightful appreciation of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.

Skills we'd love to see/Amazing Extras:

  • US Trust experience - completing, Reviewing and sign-off

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.

Our Locations:

We are open to talk to talent across the country but our core hubs for Private Client are:

  • London Canary Wharf
  • Leeds
  • Manchester
  • Bristol

This position will be based in London.

With 20 sites across the UK, we can potentially facilitate office work, working from home, flexible hours, and part-time options. If you have a need for flexibility, please register and discuss this with our team.

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:

Tax Manager - US High Net Worth

KPMG United Kingdom
London, UK
Full-Time

Published on 18/11/2023

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