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KPMG US · 6 hours ago

Senior Manager, WNT Estates, Gifts & Trusts

Jacksonville, FL

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$151K/yr - $296K/yr

8+ years exp

KPMG is one of the world's top tax firms, offering a collaborative culture that empowers success. The Senior Manager/Director will be part of the Estates, Gifts, and Trusts group, advising clients on complex tax matters and supporting private enterprises with their estate and trust planning.

Financial Services

H1B Sponsor Likely

Responsibilities

Work closely with KPMG professionals from our offices around the country as well as KPMG International member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international transfer and trust tax

Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family offices on their estate and trust planning matters

Prepare technical analyses/memoranda, private letter ruling requests, and tax opinions

Collaborate with other groups in WNT

Instruct internal firm courses and author articles

Qualification

EstateGift tax experienceLicensed CPAEAJD/LLMTechnical analyses/memorandaResearch skillsVerbalWritten communication

Required

Minimum eight years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, the IRS/Treasury, and/or a bank or corporation

Bachelor's degree 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

Outstanding research and verbal and written communication skills with the ability to convey complex tax concepts to fellow professionals who work in other areas of tax and clients who may not possess a technical tax background

Benefits

Medical and dental plans

Vision coverage

Disability and life insurance

401(k) plans

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 firmwide breaks each year

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

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Trends of Total Sponsorships

2025 (410)

2024 (441)

2023 (388)

2022 (564)

2021 (592)

2020 (781)