Senior Manager, Business Tax Services - Private Clients
KPMG
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's 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's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Senior 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 eight years of 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.
- ...Oversight of multiple client service teams Plan, direct, execute and complete tax consulting projects Conduct technical reviews of federal and state income tax... ...and compliance expertise to clients Understand and manage firm risk on tax services performed Manage, develop...SeniorTaxPrivate client
$80k - $100k
...Audit Senior - Great Work Life Balance, Lucrative Base... ...to Grow into Management! Salary: $80,000 - $100... ...Our team provides audit, tax, and advisory services to privately held businesses and nonprofit organizations... ...‑driven approach where client service and long‑term partnerships...SeniorTaxPrivate clientLocal areaWork from homeFlexible hours$180k - $200k
...Senior Tax Manager Senior Tax Manager - Salary $180K - $200K+ base (flexible based... ...advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-... ...progression with strong visibility and business development exposure Work on...SeniorTaxPrivate clientLocal areaFlexible hours- ...Senior Wealth Advisor page is loaded##... ...high net worth clients to include the placement... ...of wealth management products in order... ...planning services to new and existing Private Wealth Management... ...estate planning, tax planning, and product... ...gain additional business* Monitor,...SeniorTaxPrivate clientLocal area
- ...Senior Client Service Associate Founded in 1983, Westwood offers... ...investors, private wealth clients and financial... ...Absolute Return and Managed Investment Solutions,... ...transfers (e.g., trust tax returns, property... ...including outside of regular business hours. Equal...SeniorTaxPrivate clientWork at officeImmediate startVisa sponsorship
- ...Description: 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. We are currently... ...for an Oil & Gas Tax Senior Manager based out of our Houston,...SeniorTaxPrivate clientWork at officeLocal area
- Role Overview Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide... ...US, Family Offices, Owner Operated Business Entities, Alternative Investment... ...service lines to present a comprehensive tax strategy to prospective and current...SeniorTaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
$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-... ...has been created for a Senior Manager to join our high... ...supports M&A activities of our Private Equity clients and strategic...SeniorTaxPrivate clientWork experience placementLocal areaRemote work$84k - $110k
Job Summary: Private Client Services at BDO is a boutique practice within... ...with complicated tax and financial structures... ...planning. A Tax Senior, Private Client Services... ...their communication, time management, leadership, technical, business development, and...SeniorTaxPrivate clientFull timePrivate practiceWork at office$146k - $200k
Job Summary: Private Client Services at BDO is a boutique practice within our... ...people with complicated tax and financial structures.... ...insurance planning. A Tax Senior Manager, Private Client Services (PCS... ...management, leadership, technical, business development, and people...SeniorTaxPrivate clientFull timePrivate practiceWork at office$91.1k - $150.2k
...The International Tax and Transaction Services (ITTS) practice is... ...advising corporate and private equity clients on all aspects of... ...opportunity for both the business and EY... ...opportunity As an ICTA senior, you’ll see plenty... ...and global project management. Whatever you find...SeniorTaxPrivate clientFull timeWork experience placementSummer holidayFlexible hours$120k - $150k
...Tax Manager Tax Manager - Salary: $120K - $150K+ base (flexible based on experience) + bonus Tax Manager - Why This... ...Exposure to a sophisticated High Net Worth (HNW) / Private Client Services (PCS) client base with complex tax needs Opportunity...TaxPrivate clientFlexible hours- ...history, delivering excellent service through innovation has... ...our DNA across our audit, tax, and consulting groups. That... .... Job Description: As a Private Client Service Tax Manager involved in both compliance... ...arrangement, subject to business needs. We expect the candidate...TaxPrivate clientWork at officeLocal areaRemote work
- ...estimates for a diverse client base including municipal, government and private clients. Project types... ...lump sum bid. Effectively manages multiple projects and... ...application to company business where warranted.... ...program, AD&D insurance, pre-taxed accounts, voluntary legal...SeniorTaxPrivate clientWork experience placementInterim roleWork at officeHome officeFlexible hours
$170.6k - $390k
...opportunity The Senior Network Security... ...controls align with business objectives, risk... ...team as a Senior Manager in Cybersecurity Engineering... ..., establish client relations,... ...and secure network services Review and approve... ...assurance, consulting, tax, strategy and...SeniorTaxSummer holidayRemote workFlexible hours- ...Tax Supervisor Withum's Tax Services Group is made up of a brilliant team of tax specialists... .... Their services include Business, Individual, State &... ...well as International and Private Client services. This Tax... ...relationships Ability to manage multiple engagements and...TaxPrivate clientWork at officeLocal area
- ...reputable mid-market full-service CPA firm celebrating 62... ...providing exceptional tax compliance and advisory... ...to our diverse client base. Why Harper Pearson... ...returns for middle market businesses and high net worth... ...and complexities. - Manage tax engagements, including...SeniorTaxFlexible hours
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial... ...in Private Banking or Financial Services and a Bachelor’s Degree.... ...managing client interactions, driving new business, and advising on wealth management....SeniorPrivate client
- ...Task-Based Helpers for Seniors in Kingwood, Texas Kingwood... ...and caregivers for private, non-medical senior care... ...home (e.g., religious services, community events, shopping... ...helpers/caregivers for clients on Herewith, a free... ...your area, as well as manage your clients, hours, and...SeniorPrivate clientFull timeTemporary workPart timeFlexible hours
- ...role. JOB DESCRIPTION As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will... ...facing teams and internal business groups to deliver and execute... ...experience in the investment management industry Preferred qualifications...SeniorPrivate clientWork at office
- ...your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for... ...development of associates and seniors. Prepare and review tax returns for... ...working knowledge of the client's business, take responsibility for completing...TaxPrivate clientPrivate practiceWork at officeLocal area
- ...Senior Tax Manager Houston, Texas, United States Or refer someone Job Openings Senior Tax Manager About the Job Senior Tax Manager... ...CPA Candidate. Responsibilities: ~ Expertise in business tax; particularly flow-through entity tax. Or refer someone...SeniorTax
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for... ...facing teams and internal business groups to deliver and... ...experience in the investment management industry Preferred...SeniorPrivate clientWork at office
- Griffin Search Partners is seeking Tax Managers, Senior Managers, and Directors for Private Client Services. This role offers a flexible hybrid schedule with remote options and top compensation plus a generous bonus. You will advise wealthy families, family offices, and...TaxPrivate clientRemote jobFlexible hours
$140.2k - $187.28k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...LLP provide professional services through an alternative... ...credits and incentives. Manage client engagement staffing... ...accounting, law, or a similar business degree (master’s or...SeniorTaxLocal area$90k - $110k
...Tax Senior Location: Hybrid or Remote (Texas-based... ...Opportunity Our client, a well-... ...family offices, and private equity-backed partnerships... ...especially during busy seasons. This is... ...worth individuals. Manage client engagements... ...and client advisory services. Supervise, mentor...SeniorTaxPermanent employmentFull timeRemote workFlexible hours$115k - $130k
...Hybrid Tax Senior - Work-life balance, lucrative com, and hybrid work... ...tax, accounting, and advisory services with a personalized,... ...partners closely with closely held businesses, entrepreneurs, and high-net-... ...their work, build meaningful client relationships, and continue growing...SeniorTaxLocal areaFlexible hours$74.6k - $139.1k
...Senior Operations Specialist Our not-so-secret sauce. Award... ...McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with...SeniorPrivate clientMinimum wageWork at officeLocal areaNight shift- ...Senior Coastal Engineer page is loaded## Senior... ...include:* Project management and/or senior... ...construction-phase services for coastal and/or... ...current/prospective clients and leading... ...and other types of private sector clients.# Qualifications... ...and expand business opportunities with...SeniorPrivate clientFor subcontractorLocal areaRemote workFlexible hours
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services across real estate sectors. You will manage teams... ...tax operations, and develop strategies for clients. The ideal candidate should have 7-10 years...SeniorTax
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Manager, Business Tax Services - Private Clients. Be the first to apply!
- professional services manager Houston, TX
- professional services director Houston, TX
- business service manager Houston, TX
- business services director Houston, TX
- senior trade analyst Houston, TX
- senior app developer Houston, TX
- senior customer service advisor Houston, TX
- senior international account manager Houston, TX
- senior magento developer Houston, TX
- senior quantitative risk analyst Houston, TX


