Tax Senior Manager - Private Client

Job details Location: Bristol, Reading Capability: Tax & Law Experience Level: Senior Manager Type: Full Time Service Line: FOPC&R Contract type: Permanent Job description The KPMG Private Client tax team is a fast-growing and integral part of the wider KPMG tax practice. In order to support further growth we are looking to appoint a Senior Manager in Bristol. We are looking for excellent candidates with a proven track record in this area who are seeking a dynamic and supportive working environment to help deliver these solutions. You would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Your client base would include a portfolio of high net worth clients, entrepreneurs, shareholders and international individuals. Responsibilities • Developing and maintaining strong relationships with portfolio clients and identifying leads for new work. • You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. • Assist in the management of the local team and take responsibility for the coaching and development of other team members. • Build a strong relationship with Corporate Finance colleagues to deliver tax advice to shareholders going through a transaction. • Assessing client’s personal tax position before developing and researching innovative solutions. • Project managing the delivery of complex tax advice and the subsequent implementation of that advice. • Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls Qualifications and Skills • ACA, CA, CTA, ACCA or equivalent with strong personal tax knowledge/experience Experience and Background • Excellent technical specialist knowledge and expertise on all matters relating to private client advisory matters including shareholder tax planning, transaction-based advice, advising on key tax reliefs (such as BADR and BPR) and international tax planning. • Combines this technical knowledge with a strong commercial awareness to enable confident dialogue with business owners. • Proven track record of building long term client relationships with high ranking C suite senior executives and shareholders which generate advisory opportunities. • A passion for delivering exceptional service achieved by strength and depth of client relationships. • Sustains a high level of drive, shows enthusiasm and a positive attitude that translates across the team. • 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 grasps market opportunities to develop new business.

Location: Bristol, GB

Posted Date: 5/13/2025