Manager, Tax Shared Services - HNW Individuals / Trusts
Orlando, Florida
viewManager, Tax Shared Services - HNW Individuals / Trusts
Requisition #: 130872
Practice Area: Tax
Location: Orlando, FL
<div><p>At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic team within a collaborative, future forward environment at one of the worlds top tax firms. We offer a culture of innovation and a great place to build a career. As part of our Delivery Center, you will join a network of colleagues who share ideas, work together and inspire you to excel. We welcome people with a spirit for new thinking, and a commitment to providing outstanding client service today, and tomorrow. You will be able to apply your knowledge to exciting challenges, learn how to use cutting-edge tax technologies in standardized processes and grow with a team that’s not afraid to push the status quo.</p></div>
<div><p>KPMG is currently seeking a Manager, Tax Shared Services - Trust Tax/Individuals to join our Delivery Center.</p><br><br></div><div><strong>Responsibilities:</strong></div><ul><li>Account for delivering high quality tax services related to KPMG’s private client tax practice, which focuses on ultra-high net worth individual, trust, and estate clients</li><li>Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices</li><li>Serve as the trusted compliance manager to KPMG’s Private Enterprise partners’ and managers’ 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</li><li>Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with various client facing engagement teams to manage expectations and help ensure client satisfaction</li><li>Contribute to the growth, processes improvements, and institutional knowledge of the Family Office tax practice</li><li>Mentor, coach and manage team of talented tax professionals</li><li>Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment<br><br></li></ul><div><strong>Qualifications:</strong></div><ul><li>Minimum five years of recent ultra-high net-worth tax experience in an accounting firm and/or law firm</li><li>Bachelor’s degree from an accredited college or university is required</li><li>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</li><li>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</li><li>Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment</li><li>Excellent written and verbal communication skills with the ability to evaluate and articulate complex information</li></ul>
<div><div>KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The <a href="https://resources.kpmguscareers.com/EEO.pdf" target="_blank" style="color: rgb(0, 125, 188);">attached link</a> contains further information regarding KPMG’s compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.</div><div><br></div><div>KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. </div><div><br></div><div>Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</div></div>
