Manager or Senior Manager, Tax, Family Office

Manager or Senior Manager, Tax, Family Office

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

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 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.

• 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 and 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 engagement 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 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, 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
• 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

• 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

KPMG offers a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. 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.

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 at year end and the other around the July 4th holiday.

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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. No phone calls or agencies please.

Mid‑Senior level

Full‑time

General Business