KPMG

Tax Senior Manager, Family Office Tax

KPMG

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

KPMG is looking for a Tax Senior Manager, Family Office Tax to join our dynamic team of professionals. As part of this role, you will be responsible for providing tax planning and consulting services for a select group of ultra-high net worth clients. Our ideal candidate has a passion for helping clients navigate complex tax matters and an ability to manage relationships with a variety of stakeholders.This position requires a minimum of 5 years’ experience in the tax field, preferably with some family office experience. You must be a Certified Public Accountant (CPA) with a Bachelor’s degree in Accounting or a similar field. An advanced degree in taxation or tax law is preferred. You will need excellent verbal and written communication skills, a keen eye for detail, and the ability to think critically and solve problems. You must also be able to work independently and as part of a team.If you have the qualifications and the drive to make a real impact with a respected firm, we look forward to hearing from you!

Responsibilities:

  1. Provide tax planning and consulting services for ultra-high net worth clients.
  2. Develop and maintain relationships with clients and other stakeholders.
  3. Analyze and interpret tax laws and regulations.
  4. Prepare and file tax returns, financial statements, and other documents.
  5. Identify and implement tax planning strategies to minimize clients’ tax liabilities.
  6. Monitor changes in tax laws and regulations and advise clients accordingly.
  7. Research and respond to client inquiries and resolve tax-related issues.
  8. Prepare reports and presentations for clients and management.
  9. Participate in meetings and presentations with clients and other stakeholders.
  10. Train and mentor junior staff.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Excellent Written And Verbal Communication Skills

  • Ability To Develop And Maintain Client Relationships

  • Strong Tax Technical Knowledge

  • Proven Ability To Meet Deadlines And Manage Client Expectations

  • Ability To Review Complex Tax Returns

  • Proven Ability To Interpret And Analyze Financial Records

  • Proficiency In Kpmg's Tax Software

  • Ability To Research Tax Laws And Regulations

Required Skills
  • Budgeting

  • Financial Reporting

  • Research

  • Business Analysis

  • Project Management

  • Problem Solving

  • Negotiation

  • Auditing

  • Risk assessment

  • Tax accounting

  • Client Relations

  • Tax Planning

  • Tax Law

  • Tax Compliance

  • Tax Returns

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Tax Senior Manager, Family Office Tax in New York, NY, USA is $150,000 - $200,000 per year. This salary range may vary depending on the company and individual qualifications.

Additional Information
KPMG is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 21st, 2023
Apply BeforeNovember 16th, 2025
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About KPMG

KPMG International Cooperative is a multinational professional services network, and one of the Big Four accounting organizations. Seated in Amstelveen, the Netherlands, KPMG is a network of firms in 154 countries, with 207,050 people and has three lines of services: financial audit, tax, and advisory.

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