KPMG US
Senior Manager, Mutual Fund Tax
KPMG US
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.
Responsibilities
Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
Act as a coach and mentor to other tax professionals
Qualifications
Minimum eight years of recent experience in mutual fund tax
Bachelor's degree in Accounting 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
Prior experience in Mutual Fund and/or investment partnership
Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1
Strong verbal and written communication skills, with the ability to articulate complex financial information
Experience managing multiple client engagements and client service teams
Benefits KPMG offers a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off.
EEO Statement KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
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At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.
Responsibilities
Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
Act as a coach and mentor to other tax professionals
Qualifications
Minimum eight years of recent experience in mutual fund tax
Bachelor's degree in Accounting 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
Prior experience in Mutual Fund and/or investment partnership
Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1
Strong verbal and written communication skills, with the ability to articulate complex financial information
Experience managing multiple client engagements and client service teams
Benefits KPMG offers a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off.
EEO Statement KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
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