KPMG in the Crown Dependencies has offices located in Guernsey, Jersey and the Isle of Man and is part of KPMG Islands Group, a regional network of over 3,000 professionals across 11 island jurisdictions.
We provide Audit, Tax, and Advisory services to a broad range of clients, particularly in insurance, asset management, and international business.
The successful candidate will be expected to reside and work in Jersey, the largest of the Channel Islands. Full relocation support will be provided.
Private Client Tax Manager/Senior Manager
You will report directly to the Head of Family Office and Private Client, with very close interaction with other parts of the wider Tax department. You will be responsible for maintaining a portfolio of private clients including high net worth and ultra-high net worth individuals, and the structures they use to manage their wealth. The focus of this role will be a split between providing tax reporting and compliance services and delivering regular advice to clients within the portfolio. It also includes external-facing responsibilities, with scope to be involved in business development and networking.
Role and Responsibilities
Primarily, the successful candidate’s duties will include the following:
Regularly reviewing written tax advice in the form of memos, letters, reports, and email correspondence.
Managing a diverse portfolio of individual clients and having oversight of the tax reporting cycle for those clients. The successful candidate would manage both the Jersey and UK tax affairs of our personal clients.
Developing strong and trusted relationships within the Jersey fiduciary and private client market including attending business events and hosting training sessions for private client focused topics.
Preparing proposal and tender documents for new client relationships and new engagements.
Identifying and supporting business development opportunities, with guidance to help build confidence and develop skills in external networking and client engagement.
Managing engagement-specific finances including oversight of your own work in progress, billing, cash collection and job budgeting.
Building strong internal relationships with leadership and management in our other service lines such as international, corporate and AEOI, and also with our business services teams.
Acting as a central point of contact for communication with the client, able to provide expert advice on the tax implications arising from their affairs.
Actively keeping up to date with changes in local and international tax matters and assisting with the production of news bulletins for clients.
Mentoring and coaching junior members of the team, including providing feedback and relevant training.
Requirements
Excellent communication skills with the ability to effectively engage with clients and internal stakeholders.
A strong sense of initiative and proven ability to manage large and varied projects with resilience, especially under pressure.
Previous experience in a practice accounting environment and familiarity with client onboarding and risk management procedures.
Qualified ACA, CA, ACCA, CTA, ATT or equivalent.
A competent knowledge of Jersey and UK personal tax issues including income, capital gains, inheritance, and other taxes.
Relocation to Jersey (relocation assistance provided)
What we can offer you
A competitive remuneration package that is commensurate with qualifications and experience
Hybrid working conditions with an open-door policy as well as opportunities for secondments abroad
A work-life balance with an emphasis on promoting health and wellbeing
Medical and pension schemes
A well established and active corporate social responsibility program
Change extends your horizons. It gives you a fresh perspective and the opportunity to learn from others. KPMG will ensure you broaden your horizons.
About KPMG
KPMG is a global organization of independent professional services firms providing Audit, Tax and Advisory services. KPMG is the brand under which the member firms of KPMG International Limited (“KPMG International”) operate and provide professional services. “KPMG” is used to refer to individual member firms within the KPMG organization or to one or more member firms collectively.
KPMG firms operate in 143 countries and territories with more than 273,000 partners and employees working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. Each KPMG member firm is responsible for its own obligations and liabilities.
KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients.
For more detail about our structure, please visit kpmg.com/governance.
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