About this role
<p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Family Office & Private Client – Manager – Tax Compliance</span></strong><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black"> </span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Location: Glasgow, Edinburgh or Aberdeen</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">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. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.<br><br><strong>Why join KPMG as a Family Office & Private Client – Manager – Tax Compliance?</strong><br><br>We are currently recruiting a manager to join our successful Family Office & Private Client Compliance team in Glasgow.<br><br>As a national practice our FO&PC team consists of 162 team members across the UK, led by 5 Partners, 3 Associate Partners and 12 Directors.</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">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. </span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">If you are a highly motivated qualified tax adviser/ accountant (ATT, CTA or ACA/ACCA) with experience of working in personal tax, then we’d love to hear from you.</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><a name="_Hlk75372391"></a><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">We recognise that there are also highly motivated individuals who are qualified though experience and may not be exam qualified and we are open to considering such individuals also. </span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black"><br><strong>What you will be doing</strong><br><br>This is primarily a compliance role and it entails managing relationships with our compliance clients, from high net worth individuals and entrepreneurial clients to trusts, and providing high quality compliance services on a wide range of personal tax matters.<br><br>More specifically, some of the responsibilities will include: -<br><br></span></p> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">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.</span></li> </ul> <ul style="margin-bottom:0.0cm;margin-top:0.0px"> <li style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Preparing and reviewing Trust accounts and tax returns</span></li> <li style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Preparing and reviewing IHT returns for trust entry, exit and ten year charges.</span></li> <li style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 0.0cm 0.0px;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Managing a diverse portfolio of varied clients and being able to identify advisory opportunities</span></li> <li style="margin:0.0cm 0.0cm 0.0cm 0.0px;line-height:12.0pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><a name="_Hlk75372681"></a><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Managing the compliance process and adhering to and developing best practice procedures to ensure deadlines are met and risk managed appropriately.</span></li> <li style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt 0.0px;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Managing work in progress and ensuring prompt billing and cash collection.<br><br></span></li> </ul> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">What you will need to do it</span></strong></p> <p style="line-height:11.75pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">Candidates interested in this role should have the following skills and qualifications:</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black"><br>- Qualified accountant or tax advisor with experience working in a personal tax focussed environment, specifically trusts, with exposure to a varied client base.<br>- 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.<br>- A commitment to clients, colleagues and KPMG.<br>- High level of analytical skills and a commercial approach to resolving issues and providing advice.<br>- Strong interpersonal skills are required in addition to strong oral and written communication skills.<br><br>In particular, 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.</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black">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</span></p> <p style="line-height:12.0pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;font-family:Calibri, sans-serif;color:black"><br>We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues flexible working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.</span></p> <p style="margin:12.0pt 0.0cm;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:11.0pt;color:black">Our Locations:</span></strong></p> <p style="line-height:11.65pt;background-color:white;margin:0.0cm 0.0cm 8.0pt;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:black">We are open to talk to talent across Scotland but our core hub for the team is:</span></p> <ul style="margin-top:12.0pt;margin-bottom:12.0pt"> <li style="margin:12.0pt 0.0cm 12.0pt 0.0px;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:black">Glasgow</span></li> <li style="margin:12.0pt 0.0cm 12.0pt 0.0px;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:black">Edinburgh</span></li> <li style="margin:12.0pt 0.0cm 12.0pt 0.0px;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:black">Aberdeen</span></li> </ul> <p style="margin:12.0pt 0.0cm;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:11.0pt;color:black">Find out more:</span></strong></p> <p style="margin:12.0pt 0.0cm;line-height:16.8pt;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:black">Within Tax we have a range of divisions and specialisms. Click the links to find out more below:</span></p> <ul style="margin-top:0.0cm;margin-bottom:0.0cm" type="disc"> <li style="color:black;margin-bottom:0.0cm;line-height:normal;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:#333333">Tax at KPMG </span><a href="https://www.kpmgcareers.co.uk/experienced-professional/tax-law/"><span style="font-size:11.0pt;color:#005887">Tax & Law (kpmgcareers.co.uk)</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:normal;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">About our firm: </span><a href="https://www.kpmgcareers.co.uk/people-culture/about-our-firm/"><span style="font-size:11.0pt;color:#005887">About our firm (kpmgcareers.co.uk)</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:normal;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">KPMG Culture. Being Inclusive: </span><a href="https://www.kpmgcareers.co.uk/people-culture/being-inclusive/"><span style="font-size:11.0pt;color:#005887">Being inclusive (kpmgcareers.co.uk)</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:normal;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">KPMG Workability and Disability confidence: </span><a href="https://www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/need-support-let-us-know/"><span style="font-size:11.0pt;color:#005887">Need Support? Let us know (kpmgcareers.co.uk)</span></a></li> </ul> <p style="margin:0.0cm;line-height:normal;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"> </p> <p style="margin:0.0cm;line-height:normal;background-color:white;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt;color:#333333">For additional support in applying, please click the clinks to find out more:</span></p> <ul style="margin-top:0.0cm;margin-bottom:0.0cm" type="disc"> <li style="color:black;margin-bottom:0.0cm;line-height:16.8pt;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">Applying to KPMG: </span><a href="http://www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/"><span style="font-size:11.0pt;color:#005887">www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:16.8pt;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">Tips for interview: </span><a href="http://www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/application-advice/"><span style="font-size:11.0pt;color:#005887">www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/application-advice/</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:16.8pt;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">KPMG values: </span><a href="http://www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/our-values/"><span style="font-size:11.0pt;color:#005887">www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/our-values/</span></a></li> <li style="color:black;margin-bottom:0.0cm;line-height:16.8pt;background-color:white;margin-top:0.0cm;margin-right:0.0cm;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:11.0pt">KPMG Competencies: </span><a href="http://www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/kpmg-competencies/"><span style="font-size:11.0pt;color:#ff3333">www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/kpmg-competencies/</span></a></li> </ul> <p><span style="font-size:11.0pt;line-height:115%;font-family:Aptos, sans-serif;color:black">KPMG Locations and FAQ: </span><span style="font-size:12.0pt;line-height:115%;font-family:Aptos, sans-serif"><a href="http://www.kpmgcareers.co.uk/faq/?category=Experienced+professionals"><span style="font-size:11.0pt;line-height:115%;color:#005887">www.kpmgcareers.co.uk/faq/?category=Experienced+professionals</span></a></span></p>