Job description
The KPMG financial services tax team is a fast-growing part of the KPMG tax practice. We are looking for
excellent candidates who are seeking a dynamic and challenging working environment within a strong
supportive leadership team.
As a result of growth in our business, we have a number of roles across our Financial Services Product & Operational Taxes
team, which has a diverse client base spanning the FS sector - providing services to banks, custodians, brokers, asset managers, alternative investors, wealth and hedge asset managers and global institutional investors such as pension funds and sovereign wealth funds.
For the right candidates, there are huge opportunities to be part of an expanding business and to progress
quickly as the team grows. The work is interesting and diverse, getting involved with cutting edge developments
and working with some of the best-known FS firms as well as mid-size and new market entrants and supporting
their business as they rapidly grow.
The team is diverse and collaborative, with individuals based across London, Manchester, Bristol and Edinburgh,
we embraced hybrid and flexible working long before it became the norm! Our team has a mix of backgrounds,
people who have spent their entire career in professional services, or those with tax, legal, accounting and
regulatory backgrounds as well as a number of people who have joined from industry and bring real practical
experience to the way we can help clients. Whatever your background we will give you the support,
encouragement and training to thrive at KPMG.
Successful candidates will primarily have a focus on product & operational taxes but also the opportunity to work across our FS and Asset Management tax teams.
We would be really happy to have an informal chat with you to discuss opportunities in more detail.
The Responsibilities:
The role involves a mixture of both compliance and advisory responsibilities, with specific duties including:
• Managing, delivering and growing a portfolio of UK and pan-European investor tax reporting compliance and advisory engagements.
• Leading and developing a team of KPMG professionals to support their work.
• Developing and maintaining a high level of technical knowledge across product & operational taxes and related
areas.
• Supporting the management of client relationships and projects and becoming a focal point of contact
for clients within product & operational taxes.
• Understanding our client's business and working with teams across KPMG to identify areas for the
provision of product & operational tax and other services.
• Developing and advising on cutting edge client propositions.
• Being involved in business development and proposal activity.
• Collaborating with KPMG teams across the UK and globally to provide the highest quality product & operational
tax support to our clients.
• Participating in the development of new client propositions, which will include working with technology
teams to develop new solutions, taking these to market and building the delivery model to ensure
the highest quality services are provided.
• Being an advocate for KPMG and the operational taxes team and helping us grow the business
through the delivery of relevant and high-quality services to our clients.
The Person:
The successful candidates are likely to have some or all of the following skills:
• Evidence of deep technical ability relating to tax or financial services – e.g., this might be a
qualification in tax, audit, finance, law, regulation or significant practical experience gained in an
industry role.
• Practical experience of dealing with product & operational taxes within a Financial Services context –
candidates with industry or professional services experience.
• An understanding of financial markets, participants, investors (e.g., banks, brokers, institutional
investors, custodians, asset managers, private equity etc) and products.
• Excellent project management, delegation/coaching and client facing delivery skills.
• Familiarity of and enthusiasm to work with emerging technologies and ability to combine this
knowledge with evolving tax regulations.
• Ability to take advantage of new tax developments and create client propositions.
• Enthusiasm, passion, resilience and a desire to continue learning.