KPMG US
Associate Director, Tax Research and Planning
KPMG US, Winston Salem, North Carolina, United States, 27104
Associate Director, Tax Research and Planning
Join to apply for the
Associate Director, Tax Research and Planning
role at
KPMG US .
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It is also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking an Associate Director, Tax Research and Planning to join our Firm Tax team.
Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K‑1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
Document tax research positions and collaborate with firm experts on various federal and state issues to ensure compliance with all tax regulations and deadlines.
Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
Respond to inquiries from tax authorities to effectively and efficiently resolve tax issues.
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Qualifications
Minimum seven years of recent federal and state individual tax experience with in‑depth knowledge of partnership federal and state schedule K‑1s.
Bachelor's degree in accounting or finance is required; a master's degree in tax or accounting is preferred. Enrollment as an agent or CPA is preferred.
High net worth individual tax experience preferred.
Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
Able to use Microsoft Excel, PowerPoint, and Word; excels in creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; proficient in creating charts and layouts in PowerPoint to support tax‑planning opportunities.
Detail‑oriented and collaborative‑minded professional with a proactive approach to problem‑solving.
Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future; KPMG LLP will not sponsor U.S. work visas.
Benefits In addition to a competitive salary package, KPMG offers a comprehensive benefits package that includes medical, dental, vision, disability and life insurance, 401(k) plans, and a robust suite of personal well‑being benefits. Personal Time Off, holiday schedule and special breaks are provided according to job classification and years of service.
EEO Statement KPMG is an equal opportunity employer. We comply 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 federal, state, or local laws.
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Associate Director, Tax Research and Planning
role at
KPMG US .
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It is also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking an Associate Director, Tax Research and Planning to join our Firm Tax team.
Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K‑1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
Document tax research positions and collaborate with firm experts on various federal and state issues to ensure compliance with all tax regulations and deadlines.
Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
Respond to inquiries from tax authorities to effectively and efficiently resolve tax issues.
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Qualifications
Minimum seven years of recent federal and state individual tax experience with in‑depth knowledge of partnership federal and state schedule K‑1s.
Bachelor's degree in accounting or finance is required; a master's degree in tax or accounting is preferred. Enrollment as an agent or CPA is preferred.
High net worth individual tax experience preferred.
Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
Able to use Microsoft Excel, PowerPoint, and Word; excels in creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; proficient in creating charts and layouts in PowerPoint to support tax‑planning opportunities.
Detail‑oriented and collaborative‑minded professional with a proactive approach to problem‑solving.
Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future; KPMG LLP will not sponsor U.S. work visas.
Benefits In addition to a competitive salary package, KPMG offers a comprehensive benefits package that includes medical, dental, vision, disability and life insurance, 401(k) plans, and a robust suite of personal well‑being benefits. Personal Time Off, holiday schedule and special breaks are provided according to job classification and years of service.
EEO Statement KPMG is an equal opportunity employer. We comply 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 federal, state, or local laws.
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