Family Office & Private Client - Manager - Tax Compliance; Scotland

Family Office & Private Client
- Manager
- Tax Compliance (Scotland)

Family Office & Private Client – Manager – Tax Compliance

Location:

Glasgow, Edinburgh or Aberdeen

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people – their different perspectives, experiences and backgrounds.

We are currently recruiting a manager to join our successful Family Office & Private Client Compliance team in Glasgow. The FO&PC team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners and 12 Directors.

We work with a variety of high net worth individuals – from stakeholders in privately owned and entrepreneurial businesses, executives of multi-national firms, landed estates and senior members of private equity firms; who may be tax resident and/or domiciled in a range of jurisdictions. We also specialise in providing advice to Trusts and Estates, and Partnerships.

If you are a highly motivated qualified tax adviser/accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, we’d love to hear from you. We are also open to qualified individuals without exam qualification who have relevant experience.

• Ensuring the delivery of a high quality compliance service to our clients; including the review of complex and varied tax returns, capital gains calculations, land and property accounts and complex residence and remittance issues.
• Preparing and reviewing Trust accounts and tax returns.
• Preparing and reviewing IHT returns for trust entry, exit and ten year charges.
• Managing a diverse portfolio of varied clients and identifying advisory opportunities.
• Managing the compliance process and adhering to and developing best practice procedures to ensure deadlines are met and risk managed appropriately.
• Managing work in progress and ensuring prompt billing and cash collection.

Candidates interested in this role should have the following skills and qualifications:

• Qualified accountant or tax advisor with experience working in a personal tax focussed environment, specifically trusts, with exposure to a varied client base.
• Academically strong results in career to date coupled with a keen and insightful understanding of the issues facing private clients.
• An ability to work as part of a team as well as on their own initiative.
• A commitment to clients, colleagues and KPMG.
• High level of analytic skills and a commercial approach to resolving issues and providing advice.
• Strong interpersonal skills and excellent oral and written communication skills.
• The role will suit either a high performing Manager keen to work with an exciting client base and keen to progress, or a recently qualified individual looking to gain exposure to a dynamic and entrepreneurial team.
• We are also open to applicants from individuals with other relevant tax or accountancy experience that hold a suitable qualification and can demonstrate exceptional client service and a desire to develop in a new area of tax.

• Glasgow
• Edinburgh