KPMG US
Overview
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Senior Associate: Estate Tax - (Remote Option)
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KPMG US . KPMG is seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax practice. We offer a collaborative, future-forward culture with access to Ignition Centers and a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through formal training and mentoring, with the firm investing in its culture and people. Responsibilities
Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates, including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, and Form 1040 for decedents Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery Communicate proactively with management regarding potential issues, contributing to resolution before escalation and aiding in the enhancement of the team\'s tax technical acumen Respond to inquiries from the IRS and other taxing authorities Keep up to date on tax technical developments and data maintenance for all accounts Qualifications
Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates Bachelor\'s and/or Master\'s degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred Must have or be pursuing the state-specific education requirements to be licensed as a Certified Public Accountant (CPA) or Enrolled Agent (EA); a short-term plan for completion following the start date is required, with completion prior to the start date preferred Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates Excellent communication, time management, and leadership skills; must be flexible and adaptable, a team player, and able to independently manage assigned account load Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future KPMG complies with all local/state regulations regarding salary disclosure. Salary ranges are disclosed for California and other locations. Our Total Rewards package includes a comprehensive benefits package (medical, dental, vision, disability and life insurance, 401(k), and wellness benefits). PTO, holidays, and firm-wide breaks are provided. Details are available on the KPMG US Careers site under Benefits & How We Work. California Salary Range: $66,900 - $122,200 KPMG is an equal opportunity employer. No phone calls or agencies please. Remote options may be available; US work authorization required.
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Join to apply for the
Senior Associate: Estate Tax - (Remote Option)
role at
KPMG US . KPMG is seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax practice. We offer a collaborative, future-forward culture with access to Ignition Centers and a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through formal training and mentoring, with the firm investing in its culture and people. Responsibilities
Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates, including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, and Form 1040 for decedents Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery Communicate proactively with management regarding potential issues, contributing to resolution before escalation and aiding in the enhancement of the team\'s tax technical acumen Respond to inquiries from the IRS and other taxing authorities Keep up to date on tax technical developments and data maintenance for all accounts Qualifications
Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates Bachelor\'s and/or Master\'s degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred Must have or be pursuing the state-specific education requirements to be licensed as a Certified Public Accountant (CPA) or Enrolled Agent (EA); a short-term plan for completion following the start date is required, with completion prior to the start date preferred Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates Excellent communication, time management, and leadership skills; must be flexible and adaptable, a team player, and able to independently manage assigned account load Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future KPMG complies with all local/state regulations regarding salary disclosure. Salary ranges are disclosed for California and other locations. Our Total Rewards package includes a comprehensive benefits package (medical, dental, vision, disability and life insurance, 401(k), and wellness benefits). PTO, holidays, and firm-wide breaks are provided. Details are available on the KPMG US Careers site under Benefits & How We Work. California Salary Range: $66,900 - $122,200 KPMG is an equal opportunity employer. No phone calls or agencies please. Remote options may be available; US work authorization required.
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