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KPMG US · 22 hours ago

Senior Manager, Mutual Fund Tax

Columbus, OH

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

KPMG is one of the world's top tax firms, offering a collaborative culture that empowers success. The Senior Manager in Mutual Fund Tax will build and manage client relationships, oversee tax impacts, and lead a team of tax professionals.

Financial Services

H1B Sponsor Likely

Responsibilities

Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients

Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects

Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients

Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects

Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team

Act as a coach and mentor to other tax professionals

Qualification

Mutual Fund TaxLicensed CPAEAJD/LLMTaxation of CorporationsClient Engagement ManagementCommunication Skills

Required

Minimum eight years of recent experience in mutual fund tax

Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list

Prior experience in Mutual Fund and/or investment partnership

Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1

Strong verbal and written communication skills, with the ability to articulate complex financial information

Experience managing multiple client engagements and client service teams

Benefits

A variety of 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

A 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 US

Glassdoor3.6

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

Founded in 1987

New York, NY, US

10001+ employees

http://www.kpmg.com/US

H1B Sponsorship

KPMG US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (410)

2024 (441)

2023 (388)

2022 (564)

2021 (592)

2020 (781)