Manager, Private Client

2 weeks ago

Toronto, Canada KPMG-Canada Full time

**Overview**

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 around the world.

The opportunity:
The KPMG Private Client-Cross Border Tax practice helps high net worth individuals and their families with complex US and Canadian and multi-jurisdictional tax compliance and advisory issues.

We are growing and are looking for tax professionals who have a passion to learn, are motivated to embrace challenges and enjoy resolving complex tax issues and designing sophisticated income and estate tax planning strategies.

**What you will do**
- Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
- Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
- Develop relationships, understand the needs of the client and work with them to provide tax solutions and planning strategies.
- Prepare memos by conducting tax research and analyzing complex issues.
- Provide ongoing support and mentoring for the professional development of staff.
- Work with other practices and member firms in attracting new work to the firm.

**What you bring to the role
- Minimum 4 years of experience specializing in Canadian and US personal tax.
- Ability to lead private client engagements and interact effectively with clients.
- US Professional Accounting designation (EA or US CPA) would be an asset.
- Canadian CPA is an asset.
- Completion of the In-depth Tax Course is an asset.
- Experience with trust taxation and estate planning is an asset.
- Ability to provide persuasive and self-assured responses to challenging questions.
- Strong research and writing ability.
- Strong commitment to professional and client service excellence.
- Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation and managing financial metrics and profitability.
- Strong Microsoft Office software knowledge of Outlook, Word, Excel, PowerPoint etc.

**Keys to your success**:
KPMG individuals
**Deliver Impact | Seek Growth | Inspire Trust **and understand that a diverse workforce enables us to deepen relationships and strengthen our business.

**Providing you with the support you need to be at your best
For more information about KPMG in Canada's Benefits and well-being, click here.

**Our Values, The KPMG Way**

**Integrity **, we do what is right |
**Excellence **, we never stop learning and improving |
**Courage **, we think and act boldly |
**Together **, we respect each other and draw strength from our differences |
**For Better **, we do what matters

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