KPMG US
Senior Associate, Business Tax Services - Private Clients
KPMG US, Boston, Massachusetts, us, 02298
Senior Associate, Business Tax Services - Private Clients
Join to apply for the
Senior Associate, Business Tax Services - Private Clients
role at
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 and 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.
KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.
Responsibilities
Provide tax compliance and advisory services to owners and senior executives of KPMG's private client base which focuses on ultra‑high net worth individual, trust and estate clients
Prepare complex individual income, gift, trust, and estate tax returns for ultra‑high net‑worth individuals and Family Offices
Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Qualifications
Minimum two years of ultra‑high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
Bachelors degree, J.D., LL.M. in taxation and/or Master's in Taxation (MST) from an accredited college/university
Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi‑generational estate planning experience is a plus
Experience managing multiple client engagements and client service teams
Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. 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; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
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. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
#J-18808-Ljbffr
Senior Associate, Business Tax Services - Private Clients
role at
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 and 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.
KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.
Responsibilities
Provide tax compliance and advisory services to owners and senior executives of KPMG's private client base which focuses on ultra‑high net worth individual, trust and estate clients
Prepare complex individual income, gift, trust, and estate tax returns for ultra‑high net‑worth individuals and Family Offices
Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be responsible for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Qualifications
Minimum two years of ultra‑high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
Bachelors degree, J.D., LL.M. in taxation and/or Master's in Taxation (MST) from an accredited college/university
Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi‑generational estate planning experience is a plus
Experience managing multiple client engagements and client service teams
Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. 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; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
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. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
#J-18808-Ljbffr