Senior Manager, Business Tax Services - Private Clients
On-site · Dallas, Texas, United States
Job Summary
Senior Manager, Business Tax Services for Private Clients at KPMG to advise ultra-high net-worth individuals and Family Offices, reviewing complex income tax, gift, estate, and trust returns, and serving as trusted advisor on tax developments and regulatory changes. Responsible for directing multiple client engagements, mentoring tax professionals, driving growth of the private client tax practice, and maintaining active client communications to ensure satisfaction. Requires formal credentialing (CPA/EA/JD/LLM) and a minimum of eight years’ ultra-high-net-worth tax experience, with a proven ability to develop new relationships and lead teams in a collaborative environment. Strong writing and verbal communication skills are essential. The role emphasizes leadership, client service, and contribution to process improvements within the Family Office tax practice.
Required Qualifications
- Bachelor's degree from an accredited college/university
- Licensed CPA, EA or JD/LLM (or equivalent)
- Minimum eight years of ultra-high-net-worth tax experience in either an accounting firm and/or law firm
- Demonstrated track record of business development and ability to cultivate client relationships
- Experience leading multiple engagements and client service teams; mentoring staff
- Excellent written and verbal communication skills
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