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Asset Management Tax Senior Director

2 months ago

San Francisco, California, United States KPMG Full time

Job Summary

KPMG is seeking a highly experienced Senior Director to lead our Asset Management Tax team. As a key member of our Business Tax Services Group, you will be responsible for developing and communicating a strategic product direction for key platform modules, prioritizing and delivering projects to enable the tax practice's products and services.

Key Responsibilities

  • Develop and communicate a strategic product direction, prioritization, and delivery for key platform modules to enable the tax practice's products and services.
  • Lead strategic large client engagements implementation and use of the platform modules within Asset Management (AM) Technology to provide high-touch service to strategic clients and teams and to drive growth and efficiency.
  • Improve profitability by implementing technology, driving standardization, and use of shared services across asset management.
  • Understand the broader asset management landscape and identify opportunities for growth and competitive technology advantage.
  • Act as tax technical SME for advising tax team and for platform modules across the asset management practice, supporting go-to-market activities and internal development initiatives.
  • Oversee and manage change initiatives; help to ensure smooth transitions and minimizing disruptions with the tax practice and clients.

Qualifications

  • Minimum fifteen years of progressive and recent IT program and project management and/or tax experience; preferably within a professional services firm or similar environment in one of the following tax areas: partnership, mutual fund, or securities transactions.
  • Experience with asset management tax compliance systems or tax professional background with Big 4 accounting firm experience.
  • Bachelor's degree from an accredited college/university or equivalent work experience.
  • Strong tax technical background in specific tax issues facing Partnerships, mutual funds, or securities/debt instruments, as well as familiarity with one or more of the following industries: real estate, financial services, hedge, private equity, credit, and/or oil and gas.
  • Deep understanding of how a Tax practice functions and how technology can enable its products and service while providing thought leadership and driving innovation.
  • Strong managerial and verbal/written communication skills.

What We Offer

KPMG 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. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off.

Equal Employment Opportunity

KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.