Reference #: 144471628
At KPMG, you can become an integral part of a dynamic team at one of the world\'s top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG\'s 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 complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it\'s an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice.
Responsibilities:
Serve as the trusted advisor to family offices on strategic, operational, and financial matters
Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients\' various requests
Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMGs Audit and Advisory practices
Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members
Additional responsibilities for Senior Manager:
Play a key role in growing KPMGs Closely Held Business/Family Office tax practice, both locally and on a national level
Qualifications:
Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
Bachelor\'s degree from an accredited college/university; 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
Experience leading multiple engagements and client service teams as well as developing and mentoring staff within a collaborative team environment
Excellent written and verbal communication skills with the ability to evaluate and articulate complex information
Additional qualifications for Senior Manager:
Minimum eight years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm
Demonstrated track record of business development with the ability to develop and maintain existing internal and external client relationships and help build new relationships with key targets
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applican \'s skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at \"Benefits & How We Work\".
Reference #: 143803629
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today\'s most important industries. Our growth is driven by delivering real results for our clients. It\'s also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it\'s no wonder we\'re consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you\'re as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, Account Management to join our Growth and Strategy organization.
Responsibilities:
Drive account operations strategy and communication; work with account leadership to develop and implement account growth initiatives and operational process enhancements; project manage the implementation and integration of client Vendor Management Systems (VMS) into account processes; oversee account operations onshore and offshore resources and provide direction/oversight to ensure effective collaboration and information sharing; set up and oversee Contractor Labor Programs
Leverage appropriate firm tools and resources for accurate and timely reporting; manage recurring and ad hoc account reporting, to include pipeline, financial planning, engagement tracking, and responses to client requests for information; serve as the point of contact for other required KPMG or client-required reporting (global and U.S. internal growth programs, Government Services Administration (GSA) audits, and more)
Understand the client Master Services Agreement (MSA), statement of work (SOW) templates and rate card(s); manage response to and ensure compliance with MSA requirements (GDPR, IPP, Web Controls); supervise responses to client requests, audits, and risk assessments; work with account leadership to stay current on any changes to the MSA and understand operational implications for SOW templates and rates; communicate operational changes to the team
Oversee responses to member firm inquiries; supervise Sentinel approval tracking and tree maintenance
Interface with client vendor management, sourcing, and procurement leads; maintain relationship with client procurement function to optimize contract processing times; provide oversight and direction to account onshore and offshore resources, ensuring continuous process improvement, and increased efficiency
Manage new account team onboarding, collaboration platform maintenance and assist with onboarding collateral creation; ensure business continuity of the account processes and resources
Qualifications:
Minimum eight years of recent experience in one or more business related areas such as, Financial and Data Analysis, Project Management and Business Operations; minimum two years of recent experience with people management
Bachelor\'s Degree from an accredited college or university in business administration, finance or related field; Master\'s degree from an accredited college/university preferred
Strong knowledge of Microsoft Office and data analysis/reporting in Excel is required; experience with collaboration platforms, Customer Relationship Databases and Vendor Management Systems is preferred
Ability to manage concurrent projects, prioritize multiple tasks and apply proactive and creative approach leveraging firm tools and resources; In-depth understanding of different business functions and ability to engage, as needed; capability to assess end-to-end processes, identify gaps, propose solutions, and oversee implementation
Profound presentation skills with ability to summarize and analyze large data sets for leadership review
Excellent communication, interpersonal, organizational, problem solving, and analytical skills; strong critical thinking and issue resolution skills, with a drive to tackle complex hallenges and offer effective solutions; effective time management skills and aptitude to effectively manage stakeholder expectations and delegate
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant\'s skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at \"Benefits & How We Work\".
