Senior Associate, Family Office Tax Practice jobs in United States
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KPMG US · 1 day ago

Senior Associate, Family Office Tax Practice

KPMG is one of the world's top tax firms, and they are seeking a Tax Senior Associate to join their Family Office Tax practice. The role involves providing tax compliance and consulting services, mentoring staff, and contributing to the growth of the tax practice.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

Family office tax experienceLicensed CPAJ.D./LL.M.Individual taxationEstateGift taxationHandle multiple engagementsCommunication skills

Required

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

Benefits

Comprehensive, competitive benefits package
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 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.

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)

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