KPMG US · 5 hours ago
1037 - Senior Associate, Tax Data Automation & Reconciliation
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
2+ 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, responsible for managing a group of clients, driving efficiencies, and overseeing deliverables while interfacing with clients and team members.
Financial Services
Responsibilities
Accountable for a group of clients using KPMG Securities Analyzer (SA), KPMG's proprietary book-to-tax adjustment system, automating wash sales, and other tax adjustments; including reviewing monthly reconciliations, working with engagement teams on timely and accurate deliverables
Drive efficiencies across the full life cycle of deliverables while reducing overall costs and risks
Work with SA leadership to further develop the overall Center of Excellence strategy including the standardization of processes, improvement of internal controls, and enabling our people to drive quality
Interface with external clients, internal stakeholders, and team members in all phases of deliverables and manage client expectations
Support go-to-market efforts and client onboardings for SA as needed
May oversee work product, manage deadlines, expectations, and often contribute to staffing decisions and supervise the work performed by more junior staff
Qualification
Required
Minimum two years of recent experience with a combination of mutual fund accounting and technology experience gained in a well-regarded audit, tax or advisory services firm, asset management firm or technology service provider
Bachelor's degree from an accredited college/university or equivalent work experience
Ability to develop and understand overall strategy linking closely to tax's overall business strategy and key success measures
Must possess advanced analytic skills
Preferred
Having, or working on obtaining, one of the following credentials is a plus; CPA, ENR AGT (Enrolled Agent), MTX (Masters in Taxation), MBA (Masters of Business Administration), MS in Computer Science, or JD / LLM
Knowledge of tax compliance or fund accounting with an understanding of Fund Accounting systems such as InvestOne, MCH, or Geneva is a plus
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 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
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 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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