Senior Manager, Business Tax Services - Private Clients
On-site · Houston, Texas, United States
Job Summary
Senior Manager in KPMG's Business Tax Services for Private Clients, focusing on ultra-high net-worth individuals and Family Offices. Responsibilities include advising clients and delivering high-quality tax service, reviewing analyses of complex income, gift, estate, and trust returns, serving as trusted advisor on tax developments and regulatory changes, managing multiple engagements and client teams, ensuring client satisfaction, contributing to growth and knowledge in the Family Office practice, and mentoring tax professionals. Requires minimum eight years of relevant experience, a Bachelor's degree, and CPA/EA/JD/LLM or equivalent credential with ongoing credential requirements; strong business development, client relationship management, and communication skills.
Required 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 (or other approved credential) with plan to obtain if not currently held; listed on approved credential listing
- Ability to develop and maintain client relationships and grow business in private client tax (ultra-high net-worth, Family Office) practice
- Experience leading multiple engagements and client service teams; mentoring staff
- Excellent written and verbal communication skills; ability to articulate complex information
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