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Senior Manager, Business Tax Services - Private Clients
Senior Manager, Business Tax Services - Private Clients-March 2024
Dallas
Mar 30, 2025
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Consulting, Client Services
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About Senior Manager, Business Tax Services - Private Clients

  Business Title: Senior Manager, Business Tax Services - Private Clients

  Requisition Number: 108908 - 87

  Function: Tax Services

  Area of Interest:

  State: TX

  City: Dallas

  Description:

  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 Senior Manager to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.

  Responsibilities:

  Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients

  Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices

  Serve as the trusted advisor to ultra-high net worth families on matters relating to current and forward-looking considerations associated with tax-related developments, legislative and regulatory changes affecting such individuals and family offices

  Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction

  Contribute to the growth, processes improvements and institutional knowledge of the Family Office tax practice

  Mentor, coach and manage team of talented tax professionals

  Qualifications:

  Minimum eight years of ultra-high net-worth tax experience in an accounting firm 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

  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

  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

  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 (https://www.kpmguscareers.com/why-kpmg/#benefits) '.

  Follow this link to obtain salary ranges by city outside of CA: https://www.kpmg.us/work-for-kpmg/pay-transparency.html/?id=M309B-2

  KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link ( https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf) contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

  KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

  KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

  GL: 3

  GF: 15300

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