Manager / Senior Manager, Family Enterprise Tax

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to a wide array of business opportunities and challenges. Develop your career through multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

• Serve as a trusted advisor to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory services
• Lead and oversee complex individual, gift, estate, trust, partnership, and business tax engagements, including matters involving family-owned operating businesses, investment structures, and multi-generational wealth planning
• Build, manage, and expand relationships with clients, acting as a primary point of contact while delivering exceptional client service and identifying opportunities to provide additional value
• Direct multiple engagement teams, providing technical leadership, engagement oversight, quality control, and mentorship to tax professionals across the practice
• Manage engagement economics, including project planning, staffing, budgets, billing, collections, risk management, and overall financial performance
• Drive the growth of the family enterprise practice through business development, thought leadership, process improvement initiatives, market-facing activities, and collaboration across KPMG private, asset management, and other specialty tax groups
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
  
  

• Minimum eight years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm
• Bachelor's degree from an accredited college/university required; 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
• Deep technical knowledge of individual income tax, trust taxation, estate and gift taxation, family office tax matters, and wealth transfer planning strategies
• Significant experience with partnership taxation, pass-through entities, operating partnerships, partnership allocations, and closely held business structures
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Proven success leading multiple client engagements, managing large teams, mentoring professionals, and developing long-term client relationships
• Strong business development, advisory, communication, and leadership skills with the ability to articulate complex tax matters and drive practice growth