KPMG US · 3 weeks ago
Senior Associate, Mutual Fund Tax
Boston, MA
Full-time
Hybrid
Mid, Senior Level
3+ years expKPMG is one of the world's top tax firms, offering a collaborative culture that empowers success. They are seeking a Senior Associate to join their Business Tax Services practice, where the role involves reviewing tax provisions for Regulated Investment Companies and supporting client deliverables.
Financial Services
Responsibilities
Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review Regulated Investment Company fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps; prepare income and capital estimates of RIC distributions
Review work papers and other documents to support client deliverables
Review disclosures included in semi-annual financial statements
Review quarterly and annual IRC asset compliance testing
Participate in technical training to develop skills
Develop investment tax and other accounting skills
Qualification
Required
A minimum of three years of experience of mutual fund tax
BS/BA degree in accounting/finance or equivalent work experience
Understanding of accounting and tax concepts, practices, and procedures is required
Strong client service skills, team attitude and attention to detail
Ability to understand financial statements and fund accounting reports and spreadsheets
Proficient in Microsoft Excel and Word
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 firmwide 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.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
Lynne Doughtie
Former Chairman and CEO
Paul Knopp
Chair and CEO
Recent News
Australian Financial Review
2024-05-12
2024-05-07
Media OutReach
2024-04-30
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