Tax Strategy Leader

2 months ago

Winnipeg, Manitoba, Canada KPMG-Canada Full time
About the Role

We are seeking a highly skilled and experienced Senior Manager to join our Family Office team at KPMG-Canada. As a key member of our team, you will be responsible for delivering a best-in-class service offering and contributing to the overall growth of our Family Office practice.

Key Responsibilities
  • Support the Tax Strategy pillar leader in driving and delivering successful client engagements, ensuring compliance in personal and corporate matters.
  • Evaluate, assess, and anticipate the needs and interests of clients and their families, recommending potential solutions and value-add services.
  • Stay up-to-date on proposed and existing accounting and reporting regulations, and their implications for clients.
  • Foster strategic and positive relationships with professionals, organizations, and third-party vendors that support the service pillar and client needs.
  • Collaborate with other KPMG Tax, Audit, Legal, and advisory teams to ensure a consistent, reliable, and integrated approach for clients.
  • Learn and become proficient in various technologies to support client needs.
  • Support practice leaders and senior managers in business development strategies, go-to-market approach, and client/family relationship models.
  • Actively contribute to and support the proposal and pursuits process.
  • Represent KPMG Family Office as a brand ambassador, maintaining a strong presence in the market and enhancing the KPMG brand recognition and reputation.
Requirements
  • A strategic mindset, entrepreneurial spirit, and passion for client service excellence and working with successful business families/entrepreneurs and high-net-worth families.
  • Market/client focus:
    • Experience working with high-net-worth individuals and/or family businesses, with a strong understanding of their needs and the issues they face.
    • Understanding of family office, corporate, and personal finance, due diligence, and compliance.
    • Highly analytical and proficient in accounting and reporting technologies, systems, and software.
    • Outstanding attention to detail and ability to anticipate risks.
    • Robust ability to manage multiple demands, priorities, and projects.
    • Maintain awareness of emerging economic and market trends, competitor activity, and products/services.
    • Natural curiosity and resourcefulness to develop and execute new ideas with pragmatism.
    • Deep understanding of the importance of absolute discretion and confidentiality.
  • Relationship building:
    • Solid aptitude for building trusting relationships with broad groups of stakeholders, prospects, and clients as well as diverse family members.
    • Experience in business development and client-facing roles.
  • Personal skills:
    • Significant personal presence and excellent networking skills.
    • Strong communication, public speaking skills, coaching/mentoring, and leadership skills.
    • Sound financial literacy and strong business acumen is 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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