Manager, Business Tax Services - Private Clients
KPMG
At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Manager to join our Business Tax Services practice.
Responsibilities:
- Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients
- Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices
- Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices
- Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
- Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice
- Mentor, coach and manage team of talented tax professionals
Qualifications:
- Minimum five years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm
- Bachelor's degree from an accredited college/university
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
- Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
- Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work .
Follow this link to obtain salary ranges by city outside of CA:
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- ...Description Our client a high end boutique... ...join a respected services firm in South Jersey... ..., families, business owners, and fiduciaries... ...wealth transfer and tax planning matters.... ...sophisticated private client work in a collegial... ...and relationship-management skills. • Active...TaxPrivate clientImmediate start
- ...Preparation and review tax returns as it relates to high... ...as well as their closely held businesses, trust, estate, and gift tax... ...strategies that best align with client needs and goals Assist in... ...entities, provide professional services in an alternative practice structure...TaxPrivate clientContract workLocal areaFlexible hours
- ...We are seeking a Tax Director to join our... ...tax, particularly private foundations. This... ...private foundation client base by delivering... ...flexibility to manage your days in support... ...Collaborate across service lines to support... ...conducting impactful business advisory services...TaxPrivate clientWork at officeLocal area
- Aprio, a leading CPA and advisory firm in Bala Cynwyd, PA, is seeking a Senior Tax Manager to join its Private Client Services Tax team. This pivotal role focuses on business development and client engagement. The ideal candidate will possess significant taxation expertise...TaxPrivate client
- ...your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a... ...You will have the flexibility to manage your days in support of our commitment... ...family owned, closely held businesses and high net worth individuals with...TaxPrivate clientTemporary workWork experience placementPrivate practiceLocal area
- ...your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...family offices, and closely held businesses and their owners. This role offers... ...You will have the flexibility to manage your days in support of our...TaxPrivate clientPrivate practiceLocal area
- ...goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. This role is... ...You will have the flexibility to manage your days in support of our commitment... ...knowledge of the client's business, take responsibility for completing...TaxPrivate clientTemporary workPrivate practiceWork at officeLocal area3 days per week
$120k - $250k
...bit about us: Our client is a mid-sized commercial... ...comprehensive legal services to businesses and individuals... ...industries, including the private, public, and... ...deeply in complex wealth, tax, and family structuring... ...relationships and matter management. Key...TaxPrivate clientWork at officeLocal area- ...practice within CBIZ Private Equity Advisory is... ...50 private equity clients and have supported... ...portfolio company management teams Receive... ..., client and business impact, and consistency... ...professional services advisor to middle-... ...expertise in accounting, tax, advisory,...TaxPrivate client
$135k - $250k
...ICP Tax Senior Manager Withum is a place where talent thrives - where... ...the Plus! Withum's Tax Services Group is made up of a brilliant... .... Their services include Business, Individual, State & Local... ...well as International and Private Client services This Senior Manager...TaxPrivate clientWork at officeLocal area$103.1k - $188.9k
...global financial services marketplace and the... ...firm with a separate business unit dedicated to... ...with a range of clients from our most venerable... ...Wealth and Asset Management, Insurance, Real... ...dedicated tax technical services... ...EY's FSO EDGE Private practice provides...TaxPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours$141k - $290k
...Tax Senior Manager - Commercial Tax Weaver is a full-service national accounting, advisory and consulting firm with... ...their ambitions. While our business is based in numbers, our... ...corporations, multi-state businesses, private equity backed clients, large businesses and...TaxPrivate clientImmediate startFlexible hours$90k - $140k
...to deliver stormwater management design, erosion and sediment... ..., on time and build client relationships through... ...local governments, and private clients Mentor and supervise... ...and life insurance. * Tax-deferred 401(k) savings... ...; Allentown Core Business Hours: 8:00 AM - 5:00...TaxPrivate clientFull timeLocal areaRemote work- ...commitment to our clients have made us a trusted partner for private wealth, endowment... ...foundation, and investment management clients. Our... ...daily client service requirements. The... ...wealth advisory, tax, or other departments... ...normal course of business, undertake research...TaxPrivate clientWork at officeDay shift3 days per week
$110k - $160k
...Manager, Transaction Advisory Services Join Aprio's Transaction Advisory Services... ...team and help clients maximize their opportunities... ...– both strategics (private and public) and... ..., construction and business services. With our... ...non-attest tax and consulting services...TaxPrivate clientFull timeLocal areaRemote workFlexible hours- ...growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-... ...with Aprio. Join Aprio's Private Client Services Tax team and you will help... ...firm looking for a Senior Tax Manager to join their dynamic team....TaxPrivate clientFull timeWork at officeLocal areaRemote workFlexible hours
$95k - $123.5k
...Description Civil Project Manager Job Description... ..., permitting, and client management/... ...both public and private clients. Work closely... ...participate in business development... ...Retirement Plan – Pre-tax and Roth post-tax... ...engineering and sciences services and talent...TaxPrivate clientPermanent employmentTemporary workWork at officeHome office$105.56k - $247.9k
...innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...approach today's toughest business challenges with a client-... ...been created for a Senior Manager to join our high performing... ...supports M&A activities of our Private Equity clients and...TaxPrivate clientWork experience placementLocal areaRemote work$3,000 per month
...Assistant DEPARTMENT: Private Client Services OFFICE : Philadelphia... ...solutions to the legal and business challenges presented by today... ...coordinating schedules. Manages expenses, including processing... ...Coordinates the filing of gift tax returns and other...TaxPrivate clientContract workTemporary workPart timePrivate practiceWork at office$147.4k - $336.8k
...International Corporate Tax Advisory - Senior Manager The opportunity The... ...Tax and Transaction Services practice is comprised of... ...advising corporate and private equity clients on all aspects of their... ...opportunity for both the business and EY professionals. With...TaxPrivate clientWork experience placementSummer holidayFlexible hours$17.98 - $22.28 per hour
...and excellent customer service. The position is four to... .... Work closely with private clients and internal University... ...working in a busy, noisy environment; previous event management experience required.... ...for retirement on a pre-tax or Roth basis. Choose from...TaxPrivate clientHourly payWork at officeLocal areaFlexible hoursNight shiftAfternoon shift$845.3 per month
...needs of our growing client base. Hamilton... ...leader in providing Private Markets Solutions... ...across the globe, we manage approximately $140... ...closely with our Business Development teams... ...compliance, legal/tax, product support,... ...set up and ongoing servicing requirements of...TaxPrivate clientWork at officeFlexible hours$137.82k - $165.02k
...Diligence engagements for Private Equity and strategic clients, assessing software... ...Support management Q&A tracking You... ...in SaaS or platform businesses preferred ~ Strong... ...career in professional services by offering a... ...offerings, including tax and advisory services...TaxPrivate clientInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$170.2k - $212.75k
...As a Value Creation Manager, you will work with private equity and corporate clients to evaluate operational... ...workstreams to assess business performance, operational... ...Leading Transition Services Agreement (TSA) scoping... ...offerings, including tax and advisory services....TaxPrivate clientInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$102.5k - $187.9k
...asset classes and client account types. Your... ..., Institutional, Private Client) Partner with... ..., portfolio managers, and technology teams... ...degree in Finance, Business, Engineering, or related... ...a full spectrum of services in assurance, consulting, tax, strategy and...TaxPrivate clientFull timeSummer holidayFlexible hours$70k - $100k
...Overview Private Client Insurance Advisor | High-Net-Worth Focus Regional expansion into Lower Merion seeking experienced licensed... ...client relationships Grow and protect a premium book of business Qualifications Active Pennsylvania Life & Health license...Private client- ...successful candidate will represent private and public sector clients in a range of labor disputes, arbitration... ...with senior attorneys and manage a docket of cases from intake through... ...quality and timely delivery of legal services Qualifications ~ Juris Doctor (...Private clientOngoing contractLocal area
$205k - $235k
...Neuro-Symbolic AI Business Build – Director... ...full spectrum of services, we’ve reimagined... ...with CEOs, Boards, Private Equity and Governments... ...across product management, engineering, knowledge... ...advisor to client executives and internal... ..., consulting, tax, strategy and transactions...TaxWork experience placementSummer holidayWork at officeFlexible hours$80k - $150k
...to apply. About Malamut Law Malamut Law is a client-focused law firm driven by Integrity, Compassion, and Commitment... ...candidate will have experience representing public and private sector management clients in labor and employment disputes and a strong...Private clientFull timeLocal areaFlexible hours- ...with experience in wealth management, financial advisory,... ...accounting, CPA firms, or tax advisory practices.... ...Director, Tax & Accounting Services is accountable for the... ..., organic growth, client retention, operational... ...all. This is a regional business leadership role, not a...TaxWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Business Tax Services - Private Clients. Be the first to apply!
- business service manager Philadelphia, PA
- professional services manager Philadelphia, PA
- business services director Philadelphia, PA
- professional services director Philadelphia, PA
- income tax Philadelphia, PA
- vice president tax Philadelphia, PA
- pwc tax Philadelphia, PA
- tax attorney Philadelphia, PA
- part time tax Philadelphia, PA
- senior tax Philadelphia, PA




