Responsibilities
* Develop and maintain relationships with portfolio clients, identifying opportunities for new work.
* Expand internal and external network to generate new business, focusing on allocated clients and targets.
* Contribute to the management of the local team, taking responsibility for coaching and developing team members.
* Cultivate strong relationships with Corporate Finance colleagues to provide joined up tax advice to shareholders undergoing transactions.
* Assess clients’ personal tax positions, developing and researching innovative solutions to complex challenges.
* Project manage the delivery of tax advice and its subsequent implementation.
* Control the financial aspects of assignments through WIP management and billing.
Qualifications
* Strong track record in Private Client tax with enthusiasm to contribute to growth.
* ACA, CA, CTA, ACCA or equivalent qualification with extensive personal tax knowledge and experience.
* Excellent technical specialist knowledge and expertise across all Private Client advisory matters, including shareholder tax planning, transaction‐based advice and advising on key tax reliefs (such as BADR and BPR).
* Strong commercial awareness enabling confident dialogue with business owners, complementing technical knowledge.
* Proven track record of building long‑term client relationships with high‑ranking C‑suite senior executives and shareholders, leading to advisory opportunities.
* Passion for delivering exceptional service, underpinned by the strength and depth of your client relationships.
* Demonstrated ability to sustain a high level of drive, enthusiasm, and a positive attitude that inspires the team.
* Strong team ethic, with ability to foster growth within your immediate peer group and across the wider firm.
* Self‑starter who proactively identifies and capitalises on market opportunities to develop new business.
About the Role
The KPMG Private Client tax team is a rapidly expanding and integral part of KPMG’s wider tax practice. We are seeking an exceptional Senior Manager in Bristol or Reading to join our dynamic and supportive environment. This is a unique opportunity to work with a team renowned for its collaborative spirit and a firm culture that invests in its people.
Client Portfolio
We pride ourselves on the quality and complexity of our client engagements. As a Senior Manager, you will lead the delivery of high‑quality tax advice to a distinguished portfolio of high‑net‑worth clients, entrepreneurs, shareholders, and international individuals. You will gain exposure to sophisticated tax planning and advisory work that sets us apart. Our clients value objective advice delivered by professionals committed to integrity and excellence.
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