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.
$250k
Australia-Employment in Miami, Florida is seeking a Private Client Services Attorney. This role will involve supporting high-net-worth individuals and multinational families in comprehensive estate and tax planning. The ideal candidate should have a minimum of six years...SeniorTaxPrivate client- ...an experienced Trusts & Estates Senior Associate to join a market-leading Private Client practice advising high-net-worth... ...and succession planning. You will manage complex estate planning strategies... ...trust and estate administration, and tax-driven planning while building...SeniorTaxPrivate clientPrivate practice
- ...seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their... ...families and their businesses. Duties Advise on international... ...solutions. Manage complex international... ...professional, and client service skills. Excellent...SeniorTaxPrivate clientRemote work
- ...DarrowEverett LLP is looking for a Senior-Level Attorney for our Private Client Group with a primary... ..., and the ability to manage sensitive, high-profile... ...involving significant assets, business valuations, executive... ...valuation professionals, tax advisors, private investigators...SeniorTaxPrivate clientTemporary work
- EisnerAmper in Miami is looking for a Tax Senior Associate to join its Private Client Services team. The role offers a unique opportunity to prepare and review... ..., and be proficient in tax compliance and client management. Orientation towards professional development and...SeniorTaxPrivate clientFlexible hours
$200k
Attorney | Trusts & Estates Senior Associate | Up to $200,000 | Miami... ...and become part of a premier Private Client practice advising high-net-worth individuals, families, business owners, fiduciaries, and... ...and estate administration, and tax-driven planning alongside...SeniorTaxPrivate clientPrivate practice- ...goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking... ...You will have the flexibility to manage your days in support of our commitment... ...knowledge of the client's business, take responsibility for completing...SeniorTaxPrivate clientTemporary workPrivate practiceLocal area
$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$130k
Senior Associate - Transaction Advisory... ...to solving our clients' problems and... ...done. We provide private equity and... ...identifying key business drivers, reviewing... ...with management and their advisors... ...and industrial services as well as healthcare... ...accounting and tax services to drive...SeniorTaxPrivate clientFlexible hours- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life... ...looking for career growth in private client tax. Due to... ...demand for their services, this firm are seeking an...SeniorTaxPrivate client
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Manager to join their International Tax team. This firm offer outstanding work- life... ...increased demand for their services, this firm are seeking... ...to join their private client tax team. The successful...SeniorTaxPrivate client
- ...Lauderdale based CPA firm who seek a number of international private client tax seniors and managers. This 500 staff firm have built a reputation for... ...citizens with interests overseas, non-resident aliens with business operations in the United States, or high net worth non-...SeniorTaxPrivate clientRemote workOverseas
$270k - $410k
...AmLaw firm seeking a Senior Associate or... ...transactions, and private equity deals. Responsibilities... ...private company clients on executive... ...transactions Advise on tax-qualified and... ...directly with clients and manage sophisticated... ...to client service Compensation &...SeniorTaxPrivate client- ...offshore financial centres. Our Big 4 client is looking for a Senior US Business Tax Manager to join its Cayman-based financial services team, advising and delivering complex US... ...clients. This includes hedge and private equity funds, insurers, and ILS entities...SeniorTaxPrivate clientRelocationOverseasWeekend work
- Illapa Search is seeking a Tax, Trusts & Estates Associate with over 3 years of experience to join its Private Client and Wealth Planning practice in Miami. This role will involve... ..., trust and estate administration, and business succession strategies. The position offers...TaxPrivate client
$123.75k - $225k
...the financial services industry and is... ...You Make:** The Senior Associate Investment... ...experienced, client-facing... ...bothbrokerage and Managed Account / advisory... ...requirements, tax considerations,... ..., Revenue, and Business Development***... ...* Partner with Private Bankers, Relationship...SeniorTaxPrivate clientHourly payContract workShift work- Dormont Manufacturing Co in Miami is seeking an experienced International Tax Manager to join our Private Client Services team. This role focuses on advising high-net-worth individuals on international tax compliance and planning strategies. You will manage complex engagements...TaxPrivate client
- ...national law firm is seeking a Tax, Trusts & Estates Associate... ...experience to join its growing Private Client and Wealth Planning practice.... ..., and closely held businesses on a broad range of sophisticated... ...skills. Demonstrated ability to manage sophisticated matters and work...TaxPrivate client
- A leading accounting and advisory firm is seeking a Tax Partner for their Private Client Services practice. The role involves compliance review, client consultations, and business development. Ideal candidates will have 15+ years of tax experience, supervisory skills, and...TaxPrivate clientPrivate practice
- A global consulting firm located in Miami is seeking a Director for its Private Client Services practice. This role involves managing tax and consulting services projects for high net worth individuals, demonstrating extensive technical skills with tax compliance, and mentoring...TaxPrivate clientPrivate practice
$110k - $215k
Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients...SeniorPrivate client- BCG Attorney Search is seeking an experienced Private Client International Tax and Estate Planning Associate/Senior Associate to join their Miami team. Ideal candidates should have at least 5 years of experience focusing on high-net-worth international families. The role...TaxPrivate clientRemote work
- ...transactions for high-net-worth clients and their entities.... ...transfer strategies and tax-efficient structuring. Advise... ...with exposure to private client or estate planning... ...organizational skills and ability to manage multiple transactions. Client-service orientation to build...TaxPrivate client
- Ekspert Counsel, a recognized law firm, is seeking a junior-level Tax Associate to join its International Tax practice in Miami.... .... and an LL.M. in Taxation. Responsibilities include advising clients, managing tax planning matters, and collaborating with attorneys. #J-18...TaxPrivate client
- ...A nationally respected, full-service law firm with a long-standing... ...to join its highly regarded Private Client & Wealth Planning practice in... ...affluent individuals, families, business owners, and multi-... ...healthcare directives. Design tax-efficient estate plans tailored...TaxPrivate clientPrivate practice
- ...Tax Senior Responsibilities: Managing client engagements from start to finish which includes planning, executing, directing, and completing tax projects... ...and planning Should value teamwork, client service, and quality in detailed work Displays strong problem...SeniorTax
- Alvarez & Marsal is seeking a Senior Associate for their Operations & Manufacturing team, supporting private equity clients in optimizing operational efficiency. The successful candidate will lead complex client engagements, leveraging their extensive experience in manufacturing...SeniorPrivate client
- JPMorganChase is looking for a Senior Client Service Associate in Miami, Florida, to manage client relationships within the Latin America Private Bank. The role involves ensuring exceptional... ...closely with teams to identify business opportunities. Candidates must have...SeniorPrivate clientWork at office
- ...recognized law firm is seeking a junior-level Tax Associate to join its International Tax... ...net-worth individuals and international private clients within a collaborative and fast-paced... ...and drafting skills, and the ability to manage complex matters involving U.S. and...TaxPrivate client
- A prominent bank in Florida seeks a Private Wealth Advisor Senior to consult clients on financial goals. The role involves providing wealth advisory and investment management solutions, ensuring compliance with regulations while exceeding sales goals. Candidates should...SeniorPrivate client
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 Miami, FL
- professional services director Miami, FL
- business service manager Miami, FL
- business services director Miami, FL
- senior app developer Miami, FL
- senior customer service advisor Miami, FL
- senior international account manager Miami, FL
- senior magento developer Miami, FL
- senior quantitative risk analyst Miami, FL
- sr marketing manager Miami, FL

