Manager, Asset Management Partnerships

KPMG - Cincinnati, OH

Full-time - Senior

Cincinnati, OH

Professional, Scientific, and Technical Services

About the position

The Manager, Asset Management Partnerships at KPMG is a senior-level role focused on providing tax compliance and advisory services to a diverse range of clients, including pass-through entities, partnerships, and family offices. This position involves managing a team of tax professionals, overseeing client engagements, and ensuring high-quality service delivery while maintaining strong client relationships. The role also emphasizes risk management and financial performance of engagements, contributing to market activities, and fostering a collaborative work environment.

Responsibilities

• Provide tax compliance and advisory services to pass-through entities, partnerships, and family offices for a variety of clients.
• Work as part of a multi-disciplinary team helping to provide knowledge and experience; manage teams of tax professionals and assistants working on client projects.
• Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships.
• Advise clients and be accountable for delivering high quality tax service and advice.
• Manage risk and financial performance of engagements including billing, collections, and project budgets.
• Participate in and contribute to market and business activities external to the firm.

Requirements

• Minimum five years of pass-through and partnership tax experience in an accounting firm, corporation, law firm and/or family office.
• Bachelor's degree from an accredited college/university.
• Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing.
• Proven experience with pass-through entities, partnerships, corporations and high net-worth individuals and families.
• Experience managing multiple client engagements and client service teams.
• Excellent verbal and written communications skills with the ability to articulate complex information.

Benefits

• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Life insurance