Manager, Business Tax Services - Private Clients
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-16
Listing for:
KPMG LLP
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Tax Manager, Accounting Manager, Wealth Management, Tax Advisor
Job Description & How to Apply Below
KPMG is currently seeking a Manager or Senior Manager to join our Business Tax Services practice.
Responsibilities:- Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients
- Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices
- Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices
- Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
- Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice
- Mentor, coach and manage team of talented tax professionals
- Play a key role in growing KPMGs tax practice, both locally and on a national level
- Minimum five years of recent 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, 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; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- 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
- 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 ultra-high net-worth tax experience in an accounting firm and/or law firm
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