Tax Manager​/Senior Manager, Family Office and Private Client

About KPMG

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services across more than 140 countries, with over 275,000 professionals working together to help organisations create value and grow with confidence.

KPMG Islands Group (KIG) is a member firm of the KPMG global network, with more than 2,800 professionals serving clients across the Bahamas, Barbados, Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Isle of Man, Jamaica, Jersey, Malta, St. Lucia and Trinidad & Tobago.

Within the Crown Dependencies, we work with leading financial services institutions, corporates, family offices and public sector organisations supporting them in navigating complex regulatory environments and delivering practical, sustainable solutions.

The Opportunity

We are seeking a Private Client Tax Manager/Senior Manager
to join our growing Tax team in Jersey or Guernsey
. The successful candidate will report directly to the Head of Family Office and Private Client and work closely with colleagues across service lines to deliver high-quality outcomes for our clients.

This role offers the opportunity to:

• Work with a diverse portfolio of private clients, including high net worth and ultra-high net worth individuals, and the structures they use to manage their wealth.
• Contribute to technically complex and commercially significant engagements.
• Develop your career in a high-performance, supportive and growth-focused environment.
• Focus on providing tax reporting and compliance services whilst delivering regular advice to clients within the portfolio.
• B e involved in business development and networking.

Key Responsibilities:

• R egularly reviewing written tax advice in the form of memos, letters, reports, and email correspondence.
• Managing a diverse portfolio of individual clients and having oversight of the tax reporting cycle for those clients. The successful candidate would manage both the Jersey and UK tax affairs of our personal clients.
• Developing strong and trusted relationships within the Jersey fiduciary and private client market including attending business events and hosting training sessions for private client focused topics.
• Preparing proposal and tender documents for new client relationships and new engagements.
• Identifying and supporting business development opportunities, with guidance to help build confidence and develop skills in external networking and client engagement.
• Managing engagement-specific finances including oversight of your own work in progress, billing, cash collection and job budgeting.
• Building strong internal relationships with leadership and management in our other service lines such as international, corporate and AEOI, and also with our business services teams.
• Acting as a central point of contact for communication with the client, able to provide expert advice on the tax implications arising from their affairs.
• Actively keeping up to date with changes in local and international tax matters and assisting with the production of news bulletins for clients.
• Mentoring and coaching junior members of the team, including providing feedback and relevant training

Requirements:

• Relevant professional qualification (e.g. ACA, ACCA, CTA, CPA or equivalent)
• Experience with in a practice accounting environment and familiarity with client onboarding and risk management procedures , ideally in a regulated financial services environment.
• Strong technical capability and commercial awareness.
• Excellent stakeholder management and communication skills.
• A proactive, solutions-focused mindset.
• The ability to manage competing priorities and deliver to deadline.
• A competent knowledge of Jersey and UK personal tax issues including income, capital gains, inheritance, and other taxes.

What We Offer:

At KPMG in the Crown Dependencies, we are committed to building future-ready careers. We offer:

• Competitive salary and performance-based progression.
• Structured career development and clear promotion pathways.
• Access to global learning and development resources.
• Exposure to international clients and cross-border work.
• Flexible and hybrid working arrangements.
• A collaborative culture that values diverse perspectives.

Inclusion & Accessibility

KPMG is proud to be an inclusive, equal opportunity employer. We are committed to attracting and retaining talent from the widest pool and ensuring all candidates are treated fairly throughout the recruitment process.

If you require any…