Tax Manager - Family Office and Private Client
KPMG
Tax Manager - Family Office and Private Client
Status
Live
Employment Type
Permanent
Work Arrangements
Hybrid
Salary
Competitive
About the Role
Family Office & Private Client – Manager, Tax Compliance
KPMG UK | Scotland: Glasgow, Edinburgh or Aberdeen
At KPMG, our people are at the heart of everything we do. Our values shape how we work, how we collaborate, and how we support our clients. As one of the world’s leading professional services firms, we believe our greatest strength comes from the diversity of perspectives, experiences, and backgrounds within our teams.
We are committed to building an inclusive culture and driving meaningful change through our leadership strategy and diversity goals. If you are looking to join a business where you can make an impact and grow your career, this is an exciting opportunity to be part of that journey.
The Opportunity
KPMG is seeking a **Manager** to join its well-established **Family Office & Private Client (FO&PC) Tax Compliance team** in Scotland. This is an excellent opportunity to work within a highly respected national practice, supporting a broad and sophisticated private client portfolio.
Our UK-wide FO&PC team includes **162 professionals**, led by **5 Partners, 3 Associate Partners, and 12 Directors**. The team advises a wide range of clients, including:
High net worth individuals
Entrepreneurs and stakeholders in privately owned businesses
Executives of multinational organisations
Landed estates
Senior private equity professionals
Trusts, estates, and partnerships
Many of our clients have complex tax affairs involving multiple jurisdictions, including tax residence and domicile considerations. This makes the work both technically stimulating and highly rewarding.
Why Join KPMG?
This role offers the chance to work with an impressive and varied client base while developing your career in a collaborative and forward-thinking environment. Whether you are already operating at Manager level or are recently qualified and ready to take the next step, you will be joining a dynamic team with real opportunities for progression.
KPMG is proud to offer a flexible, people-centred approach to work. We recognise that everyone’s needs are different, which is why we provide flexible working options and a strong focus on career development, wellbeing, and reward.
What You Can Expect
A highly respected national private client practice
Exposure to complex and varied personal tax matters
A supportive and entrepreneurial team culture
Opportunities for development, progression, and secondments
Flexible working options
Access to KPMG’s “Our Deal” benefits package, including:
Career development conversations
Learning and progression opportunities
Preferential banking services
A day off on your birthday
Additional reward and recognition benefits
What You’ll Be Doing
This is primarily a **tax compliance-focused role**, with responsibility for managing client relationships and delivering an exceptional service across a diverse private client portfolio.
You will work closely with high net worth individuals, entrepreneurial clients, trusts, and related structures, ensuring compliance obligations are managed accurately, efficiently, and to the highest professional standard.
Key Responsibilities
Manage and deliver a high-quality compliance service to a varied portfolio of private clients
Review complex personal tax returns across a broad range of tax matters
Prepare and review capital gains tax calculations
Review land and property accounts
Handle complex residence and remittance basis matters
Prepare and review trust accounts and trust tax returns
Prepare and review inheritance tax returns, including:
Trust entry charges
Exit charges
Ten-year charges
Manage a diverse client portfolio and identify opportunities for advisory work
Oversee the compliance process, ensuring deadlines are met and risk is managed effectively
Support and enhance best practice procedures within the team
Monitor work in progress, with a focus on timely billing and cash collection
What We’re Looking For
We are keen to hear from motivated and capable professionals with a strong grounding in personal tax and private client work. This role is ideal for someone who combines technical ability with strong relationship management and commercial awareness.
Preferred Qualifications and Experience
Qualified tax adviser or accountant, such as:
ATT
CTA
ACA
ACCA
Experience in a personal tax-focused environment
Specific experience with trusts
Exposure to a broad and varied client base
KPMG also welcomes applications from individuals who are **qualified by experience**, even if they do not hold formal exam qualifications, provided they can demonstrate the right level of expertise and capability.
Key Skills and Attributes
Strong academic track record and career achievements
Excellent understanding of the issues affecting private clients
Ability to work collaboratively as part of a team and also use initiative independently
A genuine commitment to clients, colleagues, and the KPMG values
High analytical capability and a commercial, solution-focused mindset
Excellent interpersonal skills
Strong written and verbal communication
Who This Role Would Suit
This opportunity may be especially attractive if you are:
A high-performing Manager seeking exposure to an exciting and sophisticated client base
A recently qualified professional looking to build experience in a dynamic private client environment
A candidate from a related tax or accountancy background with transferable experience, a suitable qualification, and a strong desire to develop in this area
If you can demonstrate exceptional client service, technical strength, and the ambition to grow in a new or evolving area of tax, KPMG would be pleased to hear from you.
Working Flexibly at KPMG
We understand that successful careers are built in different ways for different people. That is why KPMG offers flexible working options designed to help you balance your professional ambitions with your personal needs.
Our aim is to put you at the centre of your career journey by providing the support, training, and stimulating work needed to help you achieve your goals.
Location
We are open to speaking with talented professionals across Scotland. The core hub locations for this team are:
Glasgow
Edinburgh
Aberdeen
Take the Next Step
If you are ready to advance your career with a leading private client tax team and contribute to the future of KPMG Tax, we would love to hear from you.
Send your CV to KPMG’s dedicated Tax Recruitment Team today.
About the Employer
KPMG
Financial Services · Accounting Practice
KPMG LLP is one of the Big 4 accounting firms, offering a wide range of tax advisory services across the UK.
HQ
London
Employees
–
Tax team
–
Active roles
48
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