Manager/Senior Manager, Family Office
Role Overview
KPMG’s Edmonton Tax practice seeks a Tax Manager or Senior Manager for the Private Enterprise Tax group and Family Office practice.
The team advises high-net-worth families and supports family wealth and family business transitions.
The role combines tax advisory, family legacy planning, client engagement leadership, and staff development.
Key Skills for This Role
Full Job Posting
Role overview
KPMG’s Edmonton Tax practice seeks a Tax Manager or Senior Manager for the Private Enterprise Tax group and Family Office practice.
The team advises high-net-worth families and supports family wealth and family business transitions.
The role combines tax advisory, family legacy planning, client engagement leadership, and staff development.
Responsibilities
- Lead client engagements and regular status meetings with clients and families.
- Work with the team on client tax planning and assess client and family needs, recommending solutions and additional services.
- Advise on planning opportunities, tax minimization strategies, and compliance; conduct and present tax research.
- Prepare tax-planning strategies and lead tax filing matters.
- Review junior staff work and mentor staff in their professional development.
- Build client and internal relationships and coordinate broad family-office services with a holistic legacy-planning approach.
Requirements
- Minimum five years specializing in tax at a public accounting firm.
- Professional Accounting Designation.
- FEA (Family Enterprise Advisor) designation or similar is an asset.
- Leadership, people management, communication, research, writing, project management, and organizational skills.
- Ability to use electronic tax tools, manage competing priorities, and execute ideas pragmatically.
- Client-centric strategic thinking, commercial awareness, collaboration, relationship-building, and attention to detail.
About the practice
KPMG Private Enterprise serves owners and entrepreneurs of privately held businesses.
The Family Office team provides high-touch support to high-net-worth families and advises on family wealth and business transitions.
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