Senior Associate, Business Tax Services

2 weeks ago


San Francisco, California, United States KPMG Full time
Business Title:

Senior Associate, Business Tax Services - Private Enterprise

Requisition Number:

Not Applicable

Function:

Tax Services

Area of Interest:

Tax Advisory

State:

California

City:

San Francisco

Description:

At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to owners and senior executives of KPMG's private client base.

As a Senior Associate, you will be responsible for providing tax compliance and advisory services to ultra-high net worth individuals and family offices, preparing complex individual income, gift, trust, and estate tax returns, and managing a portfolio of clients of varying size and scope.

You will also be responsible for managing teams of tax professionals and assistants working on client projects, advising clients, and delivering high-quality tax service and advice.

Additionally, you will participate in and contribute to market and business activities external to the firm, and have the opportunity to develop your career through a range of multifaceted engagements, formal training, and informal mentoring.

KPMG is an affirmative action-equal opportunity employer, and we comply with all applicable federal, state, and local laws regarding recruitment and hiring.

We offer 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.

Our Total Rewards package includes a variety of benefits to support your lifestyle, including personal time off, holidays, and firmwide breaks.

For more information about our benefits, please visit our KPMG US Careers site at 'Benefits & How We Work'.

Responsibilities:
  1. Provide tax compliance and advisory services to ultra-high net worth individuals and family offices.
  2. Prepare complex individual income, gift, trust, and estate tax returns.
  3. Manage a portfolio of clients of varying size and scope.
  4. Manage teams of tax professionals and assistants working on client projects.
  5. Advise clients and deliver high-quality tax service and advice.
  6. Participate in and contribute to market and business activities external to the firm.
Qualifications:
  1. Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm.
  2. Bachelor's degree, J.D., LL.M. in taxation, and/or Master's in Taxation (MST) from an accredited college/university.
  3. Deep experience with individual income tax and/or gift tax, estate tax, and trust taxation.
  4. Multi-generational estate planning experience is a plus.
  5. Experience managing multiple client engagements and client service teams.
  6. Excellent advisory, compliance, verbal, and written communication skills.


  • San Francisco, California, United States KPMG Full time

    Business Title: Senior Associate, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: San FranciscoDescription: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...


  • San Francisco, California, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Senior Associate to join our Business Tax Services team at KPMG. As a key member of our team, you will provide tax compliance and advisory services to our private client base, focusing on ultra-high net worth individuals, trusts, and estates.ResponsibilitiesPrepare complex individual income, gift, trust, and...


  • San Francisco, California, United States KPMG Full time

    Business Title: Senior Associate, Business Tax Services Expert - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: San FranciscoDescription: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...

  • Tax Manager

    2 weeks ago


    San Francisco, California, United States Andersen Tax Full time

    At Andersen Tax, we are seeking a highly skilled Tax Manager to join our State and Local Tax (SALT) practice. As a Tax Manager, you will provide state and local property tax planning, consulting, and compliance services to multiple clients within various industries.You will work directly with clients, manage the tax engagement team, and be connected to a...

  • Tax Senior Manager

    2 weeks ago


    San Francisco, California, United States Aardvark Tax Advisors Full time

    Job Title: Tax Senior ManagerAardvark Tax Advisors, LLC is a fast-growing accounting practice with a strong presence in the Bay Area of California and New Hampshire. We are committed to delivering exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology.Job SummaryWe are seeking an...

  • Tax Senior Manager

    2 weeks ago


    San Francisco, California, United States Aardvark Tax Advisors Full time

    Aardvark Tax Advisors: Tax Senior Manager OpportunityWe are a dynamic and growing accounting practice, with a strong presence in the Bay Area of California and New Hampshire. Our team is dedicated to delivering exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology.Key...

  • Senior Tax Associate

    1 month ago


    San Francisco, California, United States Grant Thornton Full time

    About the RoleAt Grant Thornton, we are seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will play a key role in delivering a full range of tax planning, consulting, and compliance services to our clients.Key ResponsibilitiesDeliver tax planning, consulting, and compliance services to clients, including tax...

  • Senior Tax Associate

    2 weeks ago


    San Francisco, California, United States Elite Sourcing LLC Full time

    Elite Sourcing LLC is proud to partner with a reputable CPA firm in San Francisco to find a Senior Tax Associate with a focus on Tax Review. This firm offers a comprehensive range of traditional tax, accounting, assurance services, financial, risk, and transaction advisory services.Key Responsibilities:Prepare and review business and individual tax returns...


  • San Francisco, California, United States Aardvark Tax Advisors Full time

    Job SummaryAardvark Tax Advisors, LLC is seeking a highly experienced Tax and Accounting Professional to join our dynamic team as a Deputy Tax and Accounting Leader. As a key member of our leadership team, you will play a crucial role in shaping the practice's tax and bookkeeping services and helping manage a large team of tax professionals.Key...

  • Tax Senior Associate

    1 month ago


    San Francisco, California, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) practice. As a key member of our team, you will be responsible for delivering exceptional tax services to our clients, ensuring accuracy and compliance with applicable tax laws and regulations.Key ResponsibilitiesPrepare and review tax returns...


  • San Francisco, California, United States Aardvark Tax Advisors Full time

    About Aardvark Tax AdvisorsWe are a dynamic and fast-growing accounting practice with a strong presence in the Bay Area of California and New Hampshire. Our team is dedicated to delivering exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology.Job SummaryWe are seeking an experienced...

  • Senior Tax Associate

    4 weeks ago


    San Francisco, California, United States Grant Thornton Full time

    Job Title: Senior Tax AssociateAs a Senior Tax Associate at Grant Thornton, you will play a key role in delivering a full range of tax planning, consulting, and compliance services to our clients. You will work closely with the Income/Franchise Tax team to provide expert advice and guidance on tax matters, ensuring that our clients receive the best possible...


  • San Francisco, California, United States Elite Sourcing LLC Full time

    Job OpportunityElite Sourcing LLC is assisting a full-service CPA firm in San Francisco in their search for a Senior Tax Associate with a focus on Tax Review. The firm provides a comprehensive range of traditional tax, accounting, assurance services, financial, risk, and transaction advisory services. Key ResponsibilitiesPrepare and review business and...

  • Senior Tax Associate

    2 weeks ago


    San Francisco, California, United States Elite Sourcing LLC Full time

    Elite Sourcing LLC is partnering with a reputable CPA firm in San Francisco to find a skilled Senior Tax Associate. This firm provides a comprehensive range of tax, accounting, and assurance services to clients across various industries.Job Requirements:Minimum 3 years of experience in tax preparation and reviewProven expertise in preparing business and...


  • San Francisco, California, United States Aardvark Tax Advisors Full time

    About Aardvark Tax AdvisorsWe are a fast-growing accounting practice with a strong presence in the Bay Area of California and New Hampshire. Our team is dedicated to providing exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology.Job SummaryWe are seeking an experienced Tax and...

  • Tax Senior Associate

    3 weeks ago


    San Francisco, California, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) practice. As a key member of our team, you will be responsible for delivering exceptional tax services to our clients, ensuring accuracy and compliance with applicable tax laws and regulations.Key ResponsibilitiesPrepare and review tax returns...


  • San Francisco, California, United States Intuit Full time

    Job SummaryWe are seeking a highly motivated and experienced Business Tax Associate to join our team at Intuit. As a Business Tax Associate, you will be responsible for providing expert guidance and tax preparation services to our customers.Key ResponsibilitiesManage complex business tax returns for Partnerships and S CorporationsProvide tax advice and...

  • Senior Tax Associate

    2 weeks ago


    San Francisco, California, United States CoreTechs Full time

    Senior Tax Associate Job DescriptionAt CoreTechs, we are seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will play a key role in providing tax planning and preparation services to our clients.Key Responsibilities:Prepare and review individual, corporate, partnership, and nonprofit tax returns.Prepare trusts,...

  • Senior Tax Associate

    2 weeks ago


    San Francisco, California, United States CoreTechs Full time

    Senior Tax Associate Job DescriptionAt CoreTechs, we are seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will play a key role in preparing and reviewing tax returns, as well as providing tax planning and consulting services to our clients.Key Responsibilities:Prepare and review individual, corporate,...

  • Senior Tax Associate

    1 month ago


    San Francisco, California, United States Grant Thornton Full time

    About the RoleAt Grant Thornton, we are seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will play a key role in delivering a full range of tax planning, consulting, and compliance services to our clients. You will work closely with our Income/Franchise Tax team to provide expert advice and guidance on tax...