About this role
<p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><span style="color:#333333">As a national practice Family Office & Private Client (FOPC) sits within KPMG’s tax and legal service line and consists of 162 team members across the UK. In London the team is led by 6 Partners and 6 Directors and includes 5 practising private client lawyers (“FOPC Legal”).</span></p> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><span style="color:#333333">The national FOPC team focusses on five core areas:</span></p> <ol style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Transactions and Entrepreneurial Shareholders;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Ultra High Net Worth Individuals;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">International;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Partnerships;</span></li> <li style="margin:0.0cm 0.0cm 8.0pt 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Investigations and Enquiries.</span></li> </ol> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><span style="color:#333333">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 Family Offices, Trusts and Estates, and Partnerships. </span><span style="font-size:10.0pt;line-height:107%;font-family:Arial, sans-serif;color:#333333"><br><br></span></p> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><strong><u><span style="font-family:Calibri, sans-serif;color:#333333">The Role</span></u></strong></p> <p style="margin:0.0cm;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:#333333"><br>FOPC Legal is an integral part of the wider FOPC practice. To support further growth, we are looking to hire a senior private client solicitor to join the team as a Senior Manager. </span></p> <p style="margin:0.0cm;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif"> </p> <p style="margin:0.0cm;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">The individual </span><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:#333333">would be expected to lead the delivery of a quality output to our clients and participate in winning new clients by bringing new offerings to the market. Their client base would include a portfolio of high-net-worth clients, entrepreneurs, shareholders and international individuals.</span></p> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><span style="color:#333333"><br><strong><span style="font-family:Calibri, sans-serif">Responsibilities</span></strong></span></p> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Developing and maintaining strong relationships with portfolio clients and identifying leads for new work.</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Building and expanding internal and external networks to generate new opportunities by focusing specifically on allocated clients and targets.</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Assisting in the management of the FOPC Legal team and taking responsibility for the coaching and development of other team members.</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Building a strong relationship with Corporate Finance colleagues to deliver legal advice to shareholders going through a transaction.</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Project managing the delivery of complex tax and legal advice and the subsequent implementation of that advice.</span></li> <li style="margin:0.0cm 0.0cm 8.0pt 0.0px;line-height:107%;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#333333">Controlling the financial aspect of an assignment by evidencing strong WIP management and billing controls.</span></li> </ul> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><strong><u><span style="font-family:Calibri, sans-serif;color:#333333"> </span></u></strong></p> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"><strong><u><span style="font-family:Calibri, sans-serif;color:#333333">The individual</span></u></strong></p> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">The individual should be:</span></p> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"> </p> <ul style="margin-top:0.0cm;margin-bottom:0.0cm"> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">an entrepreneurial self-starter who is excited by the opportunity to provide legal services as part of a Big 4 fully multi-disciplinary practice;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">able to understand the legal solution for clients within the wider commercial picture;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222">technically able, with an easy familiarity with relevant tax and trust law issues commensurate with their experience;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222">a proactive and resilient problem solver;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222">a team player who enjoys working with people from diverse backgrounds and disciplines; </span></li> <li style="margin:0.0cm 0.0cm 0.0cm 3.3333px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222">a relationship builder who would like the opportunity to develop these skills further both within the KPMG network and externally.</span></li> </ul> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"> </p> <p style="margin:0.0cm 0.0cm 14.75pt;line-height:14.75pt;background-color:white;font-size:11.0pt;font-family:Calibri, sans-serif"><strong><span style="color:#333333">Specific skills and experience: </span></strong></p> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">A UK qualified solicitor coming from a firm with a strong private client practice.</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">Strong academic and personal skills are essential.</span></li> </ul> <ul style="margin-top:0.0cm;margin-bottom:0.0cm" type="disc"> <li style="color:#333333;margin-bottom:3.75pt;line-height:14.75pt;margin-top:0.0cm;margin-right:0.0cm;font-size:11.0pt;font-family:Calibri, sans-serif">Conscientious with good attention to detail.</li> </ul> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">Able to demonstrate experience in/exposure to:</span> <ul style="list-style-type:circle;margin-top:0.0cm;margin-bottom:0.0cm"> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">drafting and advising on wills and trusts in UK and international context;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">international succession law;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">international wealth structures such as Private Trust Companies, Purpose Trusts and Foundations </span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">mental capacity planning and powers of attorney;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">probate and estate planning with associated UK tax considerations;</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><span style="color:#222222;border:none windowtext 1.0pt;padding:0.0cm">Domestic and international personal tax knowledge/experience. </span></li> </ul> </li> </ul> <ul style="margin-top:0.0cm;margin-bottom:0.0cm" type="disc"> <li style="color:#333333;margin-bottom:3.75pt;line-height:14.75pt;margin-top:0.0cm;margin-right:0.0cm;font-size:11.0pt;font-family:Calibri, sans-serif">Excellent communication skills with the ability to work collaboratively with team members and to develop client relationships.</li> <li style="color:#333333;margin-bottom:3.75pt;line-height:14.75pt;margin-top:0.0cm;margin-right:0.0cm;font-size:11.0pt;font-family:Calibri, sans-serif">An interest in completing or having completed the STEP qualification and Advanced STEP Certificates would be beneficial.</li> </ul> <p style="margin:0.0cm 0.0cm 0.0cm 36.0pt;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"> </p> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><strong><span style="font-family:Georgia, serif;color:#222222;border:none windowtext 1.0pt;padding:0.0cm"> </span></strong></p> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"> </p> <p style="margin:0.0cm;line-height:normal;font-size:11.0pt;font-family:Calibri, sans-serif"><strong><span style="font-family:Georgia, serif;color:#222222;border:none windowtext 1.0pt;padding:0.0cm"> </span></strong></p> <p style="margin:0.0cm 0.0cm 8.0pt;font-size:11.0pt;font-family:Calibri, sans-serif;line-height:107%"> </p>