Associate Director, Tax Research and Planning jobs in United States
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KPMG US · 4 hours ago

Associate Director, Tax Research and Planning

KPMG is a leading provider of audit, tax, and advisory services, known for fostering a supportive and inclusive work environment. The Associate Director, Tax Research and Planning will conduct tax research and analysis, monitor legislative developments, and ensure compliance with tax regulations while collaborating with cross-functional teams.

Financial Services
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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 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

Qualification

FederalState tax experienceTax research software proficiencyPartnership K-1 knowledgeBachelor's degree in accountingHigh net worth tax experienceProactive problem-solvingMicrosoft ExcelMicrosoft PowerPointMicrosoft WordEnrolled AgentCPADetail-orientedCollaborative-minded

Required

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 from an accredited college or university in accounting or finance is required
Computer proficiencies in Microsoft Excel, Microsoft PowerPoint, and Word required
Detailed-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

Preferred

Master's degree from an accredited college or university in tax or accounting
Enrolled Agent or CPA
High net worth individual tax experience
Proficient in tax research software such as Westlaw, Bloomberg and CCH

Benefits

Medical and dental plans
Vision coverage
Disability and life insurance
401(k) plans
A robust suite of personal well-being benefits to support your mental health
Personal Time Off per fiscal year
Calendar of holidays to be observed during the year
Two breaks each year where employees will not be required to use Personal Time Off

Company

KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States.

Funding

Current Stage
Late Stage

Leadership Team

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Lynne Doughtie
Former Chairman and CEO
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Paul Knopp
Chair and CEO
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Company data provided by crunchbase