About The Job
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities worldwide.
Our Family Office team is rapidly growing, and we are seeking a Senior Manager, Family Office, to support our evolving practice and drive engagements in our Regions West Tax practice.
This role is instrumental in helping with the growth and strategic evolution of our Family Office practice in the region and nationally.
What You Will Do :
- The successful candidate will be accountable for delivering a best-in-class service offering and contributing to the overall growth of the KPMG Family Office practice.
- Support the Tax Strategy pillar leader to drive and deliver successful client engagements, helping clients ensure compliance in their personal and corporate matters.
- Help evaluate, assess, and anticipate the needs and interests of clients and their families, and recommend potential solutions and value-add services.
- Stay on top of proposed and existing accounting and reporting regulations, and the potential implications to clients.
- Foster strategic and positive relationships with professionals, organizations, and third-party vendors that support the service pillar and client needs, including business and personal administration support.
- Collaborate with other KPMG Tax, Audit, Legal, and advisory teams to ensure a consistent, reliable, and integrated approach for clients.
- Learn and be proficient in various technologies to support client needs.
- Support the practice leaders and senior managers in their business development strategies, go-to-market approach, and client / family relationship models.
- Actively contribute and support the proposal and pursuits process.
- Act as a brand ambassador for KPMG Family Office.
- Help maintain a strong presence in the market and enhance the KPMG brand recognition and reputation.
What You Bring To The Role :
The successful candidate will have a strategic mindset, an entrepreneurial spirit, and a passion for client service excellence and working with some of the most successful business families / entrepreneurs and high-net-worth families.
Furthermore, given the client-centric service nature of KPMG Family Office it is of critical importance that this individual can demonstrate the following qualities :
Personal Skills :
- Significant personal presence and excellent networking skills.
- Strong communication, public speaking, coaching / mentoring, and leadership skills.
- Sound financial literacy and strong business acumen are a must.
- A strategic thinker with client-centric approaches, as well as deep commercial awareness and a collaborative team approach.
- Strong work ethic; entirely trustworthy, caring, and empathic.
Qualifications :
- Professional Accounting Designation.
- Completion of the In-depth Tax course.
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