Tax Manager, Family Office

Tax Manager or Senior Manager, Family Office

Join to apply for the Tax Manager or Senior Manager, Family Office role at KPMG US
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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.

Houston, TX.

• 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 and anticipate their needs.
• Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and ensure satisfaction.
• Lead, participate in, and contribute to market and business development activities external to the firm; identify and pursue new potential client service opportunities by collaborating with KPMG's Audit and Advisory practices.
• Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members.

• Play a key role in growing KPMG's Closely Held Business/Family Office tax practice, both locally and on a national level.

• Minimum five years of recent focused high net‑worth individual, flow‑through entity, and family office tax experience in an accounting firm, organization, or law firm.
• Bachelor's degree from an accredited college/university; licensed CPA, EA, JD/LLM, or other KPMG‑approved credential.
• Experience leading multiple engagements and client service teams and mentoring staff within a collaborative team environment.
• Excellent written and verbal communication skills with the ability to evaluate and articulate complex information.

• Minimum eight years of recent focused high net‑worth individual, flow‑through entity, and family office tax experience.
• Demonstrated track record of business development with ability to develop and maintain client relationships and build new relationships with key targets.

KPMG is an equal opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship, disability, protected veteran status, or any other category protected by applicable laws.