Tax Senior Associate, Family Office Tax Practice

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 & 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 Tax Senior Associate to join our Family Office Tax practice.

Responsibilities:

• Provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families
• Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns
• Research tax planning opportunities to retain and/or grow wealth to help clients make informed strategic decisions based on their personal objectives
• Train, mentor, and supervise new and experienced-level staff
• Participate in and contribute to marketplace eminence building activities
• Contribute to the growth, experience and institutional knowledge of the Family Office and Private Client Services tax practice

Qualifications:

• Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization, and/or law firm
• Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M.
• Experience with individual, estate and gift, trusts and foundations, and partnership taxation
• Excellent verbal and written communications skills and the ability to articulate complex information
• Ability to handle multiple engagements and client service teams

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-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. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law.  In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).       /