Associate, Tax Shared Services - Trust Tax/Individuals jobs in United States
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KPMG US · 7 hours ago

Associate, Tax Shared Services - Trust Tax/Individuals

KPMG is one of the world's top tax firms, and they are seeking an Associate for their Tax Shared Services focusing on Trust Tax and Individuals. The role involves preparing tax returns, conducting tax research, and supporting various tax calculations for clients.

Financial Services
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Responsibilities

Assist and prepare tax returns, and other miscellaneous tax forms for individuals and trusts
Provide support to prepare miscellaneous federal and state income tax calculations related to individuals and trusts
Aid with the initial review to ensure that all required information has been provided by the client
Help conduct tax research relating to individuals and trusts
Work on multiple engagements simultaneously
Interact with local office engagement teams
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualification

TrustEstate taxIndividual income taxAccounting experienceMS Office proficiencyCritical thinkingResourcefulnessCommunication skillsTime managementTeam player

Required

Minimum one year of recent accounting and/or tax experience
Bachelor's degree from an accredited college or university is required
Demonstrated quality service mindset
Strong technical aptitude
Critical thinking skills and ability to navigate MS Office applications, including Excel, PowerPoint, Word, and Outlook
Knowledge of individual income tax and/or gift tax, estate tax and trust taxation
Excellent communication and time management skills
Flexible and adaptable team player
Resourceful in delivering high quality work
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Preferred

Ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm is preferred
Multi-generational estate planning experience is a plus

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.

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