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
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
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 US
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
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Funding
Current Stage
Late StageRecent News
Australian Financial Review
2024-05-12
2024-05-07
Media OutReach
2024-04-30
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