Tax Manager or Senior Manager - Family Office

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 Tax Manager / Senior Manager, Family Office to join our Business Tax Services practice.
Responsibilities:

Serve as the trusted advisor to family offices on strategic, operational, and financial matters
Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests
Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMGs Audit and Advisory practices
Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members
Additional responsibilities for Senior Manager:
Play a key role in growing KPMGs Closely Held Business/Family Office tax practice, both locally and on a national level
Qualifications:

Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, 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
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
Additional qualifications for Senior Manager:
Minimum eight years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
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
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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.