Senior Associate, Trust Tax Professional

1 day ago


Providence, Rhode Island, United States KPMG-UnitedStates Full time
Job Title: Senior Associate, Trust Tax

KPMG is a leading professional services firm that provides audit, tax, and advisory services to organizations across various industries. We are currently seeking a highly skilled Senior Associate, Trust Tax to join our Tax practice.

Responsibilities:
  • Prepare and review fiduciary, charitable, and information reporting returns
  • Utilize tax preparation software, including Thomson Reuters OneSource Trust Tax platform, to deliver exceptional client service
  • Collaborate with senior associates and managers on various projects, leveraging expertise to drive results
  • Analyze, prepare, and review tax workpapers and returns, estimated payments, and extensions
  • Respond to inquiries from taxing authorities, staying up-to-date on tax technical developments
Additional Responsibilities:
  • Manage a book of business and supervise the production of tax return preparation by associate tax preparers
  • Notify senior practice management of any issues or problems, driving growth of tax technical knowledge for the team
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, or related fields
  • Must have or be pursuing state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA)
  • Demonstrated quality service mindset, strong technical aptitude, critical thinking skills, and ability to navigate MS Office applications
  • Excellent communication, time management, and leadership skills, with flexibility and adaptability
Additional Qualifications:
  • Minimum three years of recent public accounting and/or trust tax experience
  • Intermediate knowledge of the Internal Revenue Code as it relates to trusts and estates
  • Team player with resourcefulness in delivering high-quality work, managing assigned account load independently
  • Must be currently authorized to work in the United States without the need for visa sponsorship

KPMG is an affirmative action-equal opportunity employer, committed to diversity and inclusion. We comply 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 law.



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