Senior Manager, Tax - Family Office

at  KPMG

Overview:
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.
Our Family Office team is rapidly growing, and we are seeking a Senior Manager, Family Office, to support our evolving practice and drive engagements in our Regions West Tax practice. This role is instrumental in helping with the growth and strategic evolution of our Family Office practice in the region and nationally.
What you will do:

The successful candidate will be accountable for the delivery of a best in class service offering and contribute to the overall growth of the KPMG Family Office practice. The individual will be responsible for the following key business domains and initiatives:

• Support the Tax Strategy pillar leader to drive and deliver successful client engagements, helping clients ensure compliance in their personal and corporate matters.
• Help evaluate, assess, and anticipate the needs and interests of clients and their families, and recommend potential solutions and value-add services.
• Stay on top of proposed and existing accounting and reporting regulations, and the potential implications to clients.
• Foster strategic and positive relationships with professionals, organizations and third-party vendors that support the service pillar and client needs, including business and personal administration support.
• Collaborate with other KPMG Tax, Audit, Legal and advisory teams to ensure a consistent, reliable, and integrated approach for clients.
• Learn and be proficient in various technologies to support client needs.
• Support the practice leaders and senior managers in their business development strategies, go-to market approach and client/family relationship models.
• Actively contribute and support the proposal and pursuits process.
• Act as a brand ambassador to KPMG Family Office. Help maintain a strong presence in the market and enhance the KPMG brand recognition and reputation.

What you bring to this role:
The successful candidate will have a strategic mindset, an entrepreneurial spirit and a passion for client service excellence and working with some of the most successful business families/entrepreneurs and high- net-worth families. Furthermore, given the client centric service nature of KPMG Family Office it is of critical importance that this individual can demonstrate the following qualities:

PERSONAL SKILLS

• Significant personal presence and excellent networking skills.
• Strong communication, public speaking skills, coaching/mentoring, and leadership skills.
• Sound financial literacy and strong business acumen is a must.
• A strategic thinker with client centric approaches, as well as deep commercial awareness and a collaborative team approach.
• Strong work ethic; entirely trustworthy, caring, and empathic.

QUALIFICATIONS

• Professional Accounting Designation.
• Completion of the In-depth Tax course.

• Support the Tax Strategy pillar leader to drive and deliver successful client engagements, helping clients ensure compliance in their personal and corporate matters.
• Help evaluate, assess, and anticipate the needs and interests of clients and their families, and recommend potential solutions and value-add services.
• Stay on top of proposed and existing accounting and reporting regulations, and the potential implications to clients.
• Foster strategic and positive relationships with professionals, organizations and third-party vendors that support the service pillar and client needs, including business and personal administration support.
• Collaborate with other KPMG Tax, Audit, Legal and advisory teams to ensure a consistent, reliable, and integrated approach for clients.
• Learn and be proficient in various technologies to support client needs.
• Support the practice leaders and senior managers in their business development strategies, go-to market approach and client/family relationship models.
• Actively contribute and support the proposal and pursuits process.
• Act as a brand ambassador to KPMG Family Office. Help maintain a strong presence in the market and enhance the KPMG brand recognition and reputation