Manager, Asset Management Partnerships

KPMG - Raleigh, NC

Full-time - Mid Level

Raleigh, NC

Professional, Scientific, and Technical Services

About the position

The Manager, Asset Management Partnerships at KPMG is a pivotal role within the Business Tax Services practice, focusing on providing tax compliance and advisory services to a diverse range of clients, including pass-through entities, partnerships, and family offices. This position emphasizes collaboration within a multi-disciplinary team, managing client relationships, and ensuring high-quality service delivery while overseeing financial performance and risk management of engagements.

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; 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
• 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

• Comprehensive medical and dental plans
• Vision coverage
• Disability and life insurance
• 401(k) plans
• Personal well-being benefits to support mental health
• Personal Time Off per fiscal year
• Calendar of holidays observed during the year
• Two firmwide breaks each year where employees will not be required to use Personal Time Off