Manager or Senior Manager, Tax, Family Office

Manager or Senior Manager, Tax, Family Office

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 and 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.

• 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, obtaining an intimate knowledge of their lives and objectives to anticipate needs and respond quickly to demanding requests.
• Build, manage, direct, and monitor multiple client engagement 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 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, and/or law firm.
• Bachelor's degree from an accredited college/university. Licensed CPA, EA or JD/LLM, or other credentials on KPMG's approved list. If the candidate does not possess at least one approved credential at hire, they must obtain it within one year of employment.
• Experience leading multiple engagements and client service teams, developing 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 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 build new relationships with key targets.

KPMG offers a comprehensive, competitive benefits package, including medical, dental, vision, disability, life insurance, 401(k) plans, and a robust suite of personal well‑being benefits. Personal Time Off is provided per fiscal year, and eligible employees receive two breaks each year where Personal Time Off is not required. For more detailed information, see the KPMG US Careers site.

Equal Opportunity Employer. KPMG complies with all 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 protected category.

Mid‑Senior level

Full‑time

General Business