KPMG US · 2 days ago
Senior Associate, Business Tax Services - Employee Benefits Compliance
KPMG is one of the world's top tax firms, seeking a Senior Associate in Business Tax Services with a focus on Employee Benefits Compliance. The role involves analyzing financial data, ensuring compliance with tax laws, and serving as a point of contact for clients and audit teams.
Financial Services
Responsibilities
Gather, analyze, and interpret financial and participant data of Form 5500 filers, including both employee benefit plans and direct filing entities
Prepare, review, and electronically file Form 5500s, ensuring accuracy and timeliness
Maintain up-to-date knowledge of federal tax laws and regulations, including ERISA and the Internal Revenue Code, to ensure ongoing compliance
Gather, review, and reconcile plan data and documentation, coordinating with auditors during the annual plan audit process for specific types of employee benefit plans
Serve as a point of contact for clients and audit teams, providing clear communication and guidance to ensure timely review and filing of forms in accordance with statutory deadlines
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualification
Required
Minimum two years of recent, relevant experience in employee benefit plan compliance, tax or audit
Bachelor's degree from an accredited college or university; active pursuit of CPA license or EA certification preferred
Solid understanding of ERISA and IRS regulations related to employee benefit plans
Skills include exceptional attention to detail, strong analytical and organizational skills and proficiency with tax preparation software are critical for success in this role
Preferred
Experience with or willingness to learn Alteryx Designer to build, modify, and run workflows
Benefits
Medical and dental plans
Vision coverage
Disability and life insurance
401(k) plans
Personal well-being benefits
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
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (410)
2024 (441)
2023 (388)
2022 (564)
2021 (592)
2020 (781)
Funding
Current Stage
Late StageRecent News
Australian Financial Review
2024-05-12
2024-05-07
Media OutReach
2024-04-30
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