Senior Associate, Business Tax Services
3 weeks ago
Business Title:
Senior Associate, Business Tax Services - Private Enterprise
Requisition Number:
Function:
Tax Services
Area of Interest:
State:
CA
City:
Santa Clara
Description:
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.
Enjoy a collaborative, future-forward culture that empowers your success.Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
As a Senior Associate, you will provide tax compliance and advisory services to owners and senior executives of KPMG's private client base which focuses on ultra-high net worth individual, trust and estate clients.Responsibilities:
• Provide tax compliance and advisory services to ultra-high net worth individuals and Family Offices
• Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family Offices
• Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
• Manage teams of tax professionals and assistants working on client projects
• Advise clients and be responsible for delivering high quality tax service and advice
• Participate in and contribute to market and business activities external to the firm
Qualifications:
• Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
• Bachelors degree, J.D., LL.M. in taxation and/or Master’s in Taxation (MST) from an accredited college/university
• Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus
• Experience managing multiple client engagements and client service teams
• Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed.
KPMG is an affirmative action-equal opportunity employer. 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.
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