KPMG US
Associate Director, Tax Research and Planning
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 and a culture that encourages individual development, embraces an inclusive environment and rewards innovative excellence.
Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s.
Proactively monitor federal and state legislative developments; model the 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 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 accounting or tax is preferred. Enrolled Agent or CPA preferred.
High‑net‑worth individual tax experience preferred.
Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
Computer proficiencies in Microsoft Excel, PowerPoint, and Word required. Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts, and analysis 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 applicants for U.S. work visa status for this opportunity.
Seniority level Mid‑Senior level
Employment type Part‑time
Job function General Business
Salary Range California Salary Range: $124,000 – $259,000
Benefits KPMG offers a comprehensive compensation and benefits package, including medical, dental, vision, disability, life insurance, 401(k), and personal well‑being benefits.
KPMG recruits on a rolling basis. Candidates are encouraged to apply expeditiously for roles they are qualified and interested in.
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 law.
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Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s.
Proactively monitor federal and state legislative developments; model the 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 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 accounting or tax is preferred. Enrolled Agent or CPA preferred.
High‑net‑worth individual tax experience preferred.
Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
Computer proficiencies in Microsoft Excel, PowerPoint, and Word required. Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts, and analysis 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 applicants for U.S. work visa status for this opportunity.
Seniority level Mid‑Senior level
Employment type Part‑time
Job function General Business
Salary Range California Salary Range: $124,000 – $259,000
Benefits KPMG offers a comprehensive compensation and benefits package, including medical, dental, vision, disability, life insurance, 401(k), and personal well‑being benefits.
KPMG recruits on a rolling basis. Candidates are encouraged to apply expeditiously for roles they are qualified and interested in.
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 law.
#J-18808-Ljbffr