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KPMG US · 6 hours ago

Manager or Senior Manager, Tax, Family Office

Lincoln, NE

Full-time

Onsite

Senior Level

5+ years exp

KPMG is one of the world's top tax firms, offering a collaborative culture that empowers success. The role involves serving as a trusted advisor to family offices on various financial matters, directing tax compliance and consulting services, and contributing to business development activities.

Financial Services

H1B Sponsor Likely

Responsibilities

Serve as the trusted advisor to family offices on strategic, operational, and financial matters

Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families

Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests

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

Lead, participate in and contribute to market and business development activities external to the firm; including identifying and pursuing new potential client service opportunities by collaborating with KPMGs Audit and Advisory practices

Contribute to the growth, experience, and institutional knowledge of the Closely Held Business/Family Office tax practice team members

Play a key role in growing KPMGs Closely Held Business/Family Office tax practice, both locally and on a national level

Qualification

High net-worth tax experienceLicensed CPAEAJD/LLMClient relationship managementBusiness developmentTeam leadershipCommunication skillsMentoring staff

Required

Minimum five years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, 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

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

Preferred

Minimum eight years of recent focused high net-worth individual, flow-through entity and family office tax experience in an accounting firm, organization, and/or law firm

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

Benefits

Medical and dental plans

Vision coverage

Disability and life insurance

401(k) plans

Robust suite of personal well-being benefits to support your mental health

Personal Time Off per fiscal year

Calendar of holidays to be observed during the year

Two breaks each year where employees will not be required to use Personal Time Off

Company

KPMG US

Glassdoor3.6

KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States.

Founded in 1987

New York, NY, US

10001+ employees

http://www.kpmg.com/US

H1B Sponsorship

KPMG US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (410)

2024 (441)

2023 (388)

2022 (564)

2021 (592)

2020 (781)