Trust Tax Senior Associate

4 days ago


Providence, Rhode Island, United States KPMG-UnitedStates Full time
About KPMG-UnitedStates

KPMG-UnitedStates is a leading professional services firm that provides audit, tax, and advisory services to organizations in various industries. Our firm is committed to delivering high-quality services and fostering a culture of innovation, inclusivity, and community involvement.

Job Summary

We are seeking a Trust Tax Senior Associate to join our Tax practice. The successful candidate will be responsible for providing tax services to clients, including fiduciary, charitable, and information reporting returns. The ideal candidate will have a strong technical aptitude, excellent communication skills, and the ability to work effectively in a team environment.

Responsibilities
  • Prepare and review tax workpapers and returns, estimated payments, and extensions.
  • Respond to inquiries from the IRS and other taxing authorities.
  • Stay up-to-date on tax technical developments.
  • Manage a book of business and/or supervise the production of tax return preparation by associate tax preparers.
  • Notify senior practice management of any issues or problems that arise before they become critical items.
Qualifications
  • Minimum one year of recent public accounting and/or tax experience.
  • Bachelor's and/or master's degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial, or systems), or related fields.
  • Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business.
  • Demonstrated quality service mindset, strong technical aptitude, critical thinking skills, and ability to navigate MS Office applications, including Excel, PowerPoint, Word, and Outlook.
  • Excellent communication, time management, and leadership skills, flexible, and adaptable.
Additional Qualifications
  • Minimum three years of recent public accounting and/or trust tax experience.
  • Intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates.
  • Team player, resourceful in delivering high-quality work, and able to independently manage assigned account load.
What We Offer

KPMG-UnitedStates offers a comprehensive compensation and benefits package, including medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. We also provide Personal Time Off, holidays, and firmwide breaks throughout the year.


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