KPMG US
Associate Director, Tax Research and Planning
Join us to apply for the
Associate Director, Tax Research and Planning
role at KPMG US. KPMG is known for delivering real results for clients while fostering an inclusive, innovative environment. This position is part of our Firm Tax team and offers the opportunity to work on complex and impactful tax work.
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.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑saving 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 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 or enrollment as a CPA/Enrolled Agent is preferred.
High net worth individual tax experience preferred.
Proficiency in tax research software such as Westlaw, Bloomberg, and CCH.
Strong computer skills, especially Microsoft Excel, PowerPoint, and Word; Excel experience includes creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint experience includes creating charts, layouts, and analysis to support tax planning opportunities.
Detail‑oriented, collaborative, and proactive problem‑solving approach.
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 does not sponsor visas for this opportunity.
Benefits: KPMG offers a comprehensive benefits package that includes medical, dental, vision, disability, and life insurance, a 401(k) plan, a robust suite of personal well‑being benefits, paid personal time off, and a year‑long holiday schedule. Eligibility and specific benefits may vary by location and job classification.
KPMG is an equal‑opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, or protected veteran status. No phone calls or agencies, please.
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Associate Director, Tax Research and Planning
role at KPMG US. KPMG is known for delivering real results for clients while fostering an inclusive, innovative environment. This position is part of our Firm Tax team and offers the opportunity to work on complex and impactful tax work.
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.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑saving 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 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 or enrollment as a CPA/Enrolled Agent is preferred.
High net worth individual tax experience preferred.
Proficiency in tax research software such as Westlaw, Bloomberg, and CCH.
Strong computer skills, especially Microsoft Excel, PowerPoint, and Word; Excel experience includes creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint experience includes creating charts, layouts, and analysis to support tax planning opportunities.
Detail‑oriented, collaborative, and proactive problem‑solving approach.
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 does not sponsor visas for this opportunity.
Benefits: KPMG offers a comprehensive benefits package that includes medical, dental, vision, disability, and life insurance, a 401(k) plan, a robust suite of personal well‑being benefits, paid personal time off, and a year‑long holiday schedule. Eligibility and specific benefits may vary by location and job classification.
KPMG is an equal‑opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, or protected veteran status. No phone calls or agencies, please.
#J-18808-Ljbffr