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KPMG

Global audit, tax, and advisory services

Senior Tax Manager - Family Office Cross Border Tax

Tax AccountingConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A minimum of 6 years of experience in Canadian and US cross-border personal tax advisory and compliance, including gift and estate planning for high-net-worth individuals and shareholders and providing solutions to high-net-worth families as a trusted advisor.
  • Ability to lead private client engagements and interact effectively with clients.
  • Strong research and memo-writing ability.
  • Experience in project management, including team leadership, workflow management, team and client communication, documentation, and managing financial metrics and profitability.
  • Strong knowledge of Microsoft Office software, including Outlook, Word, Excel, and PowerPoint.

Responsibilities

  • Plan and lead engagements involving Canadian and US income tax planning, estate planning, and tax compliance.
  • Plan workflow and organize teams preparing personal tax returns, and review staff work for accuracy and completeness.
  • Develop client relationships, understand client needs, and provide tax solutions and planning strategies.
  • Prepare memos and other deliverables by conducting tax research and analyzing complex issues.
  • Work with other practices and member firms to attract new work to the firm.
  • Provide ongoing support and professional development opportunities to team members.

Desired Qualifications

  • A Canadian CPA or US professional accounting designation, such as EA or US CPA.
  • Completion of the In-depth Tax Course.
  • A TEP designation through the Society of Trust and Estate Practitioners, or current enrollment in the program.

About the Company

KPMG

Global audit, tax, and advisory services

KPMG is a global network of independent professional firms that provide Audit, Tax, and Advisory services. Its work involves helping organizations verify financial information, manage tax obligations, and solve business problems through advisory support, risk management, and performance improvement. Services are delivered by cross-border teams across a worldwide network, with an emphasis on consistency and collaboration among member firms. KPMG distinguishes itself through its history as a series of international mergers that created a large, integrated firm with a shared global standard and brand, rather than a single locally owned entity. Its goal is to help clients navigate complex regulations, improve performance, and achieve sustainable growth across multiple markets.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
1987

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