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KPMG US

Associate Director, Tax Research and Planning

KPMG US, Boulder, Colorado, United States, 80301

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Associate Director, Tax Research and Planning Apply for the

Associate Director, Tax Research and Planning

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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 and is supported by a culture that encourages individual development, embraces an inclusive environment, rewards innovative excellence, and supports our communities.

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.

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 required; master's degree in tax or accounting 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 proficiency 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.

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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