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
Location: Glasgow, Edinburgh, or Aberdeen
At KPMG, our values shape everything we do. As one of the world’s leading professional services firms, we know our greatest strength comes from our people — their experiences, perspectives, and individuality. We are committed to building an inclusive, forward-thinking workplace where talented professionals can thrive and make a meaningful impact.
We are now seeking a Manager to join our Family Office & Private Client (FO&PC) Tax Compliance team in Scotland. This is an exciting opportunity to work with a highly respected national practice, supporting a diverse and sophisticated private client portfolio while developing your career in a collaborative and ambitious environment.
Why Join KPMG?
Joining KPMG means becoming part of a team that values expertise, innovation, and inclusion. Our Family Office & Private Client practice is a well-established national team made up of 162 professionals across the UK, led by 5 Partners, 3 Associate Partners, and 12 Directors.
Our client base is both varied and high profile, including:
High net worth individuals
Entrepreneurs and stakeholders in privately owned businesses
Senior executives of multinational organisations
Landed estates
Senior members of private equity firms
Trusts, estates, and partnerships
Clients with complex tax residence and domicile positions across multiple jurisdictions
This role offers the chance to work with fascinating clients, navigate intricate tax matters, and identify opportunities to add real value through exceptional compliance support and broader advisory insight.
The Opportunity
This position is primarily focused on tax compliance, with responsibility for managing client relationships and delivering a consistently high standard of service. You will oversee a portfolio that includes private individuals, entrepreneurial clients, trusts, and related structures, ensuring all compliance obligations are handled accurately, efficiently, and professionally.
What You’ll Be Doing
As a Manager within the FO&PC Tax Compliance team, your responsibilities will include:
Managing a portfolio of private clients, including high net worth individuals, trusts, and entrepreneurial clients
Delivering high-quality compliance services across a broad range of personal tax matters
Reviewing complex tax returns and ensuring accuracy and completeness
Preparing and reviewing capital gains tax calculations
Reviewing land and property accounts
Handling complex residence and remittance matters
Preparing and reviewing trust accounts and tax returns
Preparing and reviewing inheritance tax returns for:
trust entry charges
exit charges
ten-year charges
Identifying advisory opportunities within your client portfolio
Overseeing the compliance process, ensuring deadlines are met and risks are appropriately managed
Developing and maintaining best practice procedures
Managing work in progress, billing, and cash collection effectively
What We’re Looking For
We are interested in speaking with motivated and capable professionals who bring strong technical expertise, excellent client service, and a proactive mindset.
Key skills and experience:
Qualified tax adviser or accountant with relevant experience in a personal tax-focused environment
Examples include: ATT, CTA, ACA, or ACCA
Experience working with private clients and trusts
Exposure to a varied and complex client base
Strong academic track record and a clear understanding of the challenges facing private clients
Ability to work:
collaboratively as part of a team
independently using your own initiative
Strong commitment to:
clients
colleagues
KPMG’s values
High level of analytical ability
A commercial and practical approach to resolving issues
Excellent interpersonal, written, and verbal communication skills
We also welcome applications from individuals who are qualified by experience and may not hold formal exam qualifications, provided they can demonstrate strong relevant expertise and capability.
Who This Role Would Suit
This opportunity could be ideal for:
A high-performing Manager looking to work with an engaging and dynamic private client portfolio while progressing their career
A recently qualified professional eager to gain exposure in a fast-moving and entrepreneurial team
Individuals with related tax or accountancy experience who hold an appropriate qualification and are keen to build their expertise in a new area of tax
Candidates who can demonstrate outstanding client service, adaptability, and a strong desire to develop
Working at KPMG
We understand that everyone works best in different ways. That’s why flexibility is an important part of how we support our people. At KPMG, we recognise that a one-size-fits-all approach does not work when it comes to how, when, and where you work.
We are proud to offer flexible working options and a career experience designed around your ambitions. With KPMG, you can expect:
Ongoing training and development
A stimulating and supportive work environment
Opportunities to build a long-term and rewarding career
Exposure to interesting, high-quality client work
A culture that encourages open and honest career conversations
Our Deal
We believe in recognising the value our people bring. Through “Our Deal”, we offer a range of benefits and rewards designed to support your personal and professional life.
Some of the benefits include:
Secondment opportunities
Preferential banking services
A day off on your birthday
Supportive conversations around career development and progression
A culture built on appreciation, opportunity, and flexibility
Location
We welcome conversations with talent across Scotland. Our core hubs for this team are:
Glasgow
Edinburgh
Aberdeen
Take the Next Step
If you are ready to join a leading team in private client tax compliance and want to help shape the future of KPMG Tax, we would love to hear from you.
Send your CV to KPMG’s dedicated Tax Recruitment Team and explore how your experience, ambition, and expertise could make an impact in our Family Office & Private Client team.
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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