Senior Tax Associate, Estate and Trust Administration
2 weeks ago
Position Title:
Senior Tax Associate, Estate and Trust Administration
Department:
Tax Services
Location:
Santa Clara, CA
Overview:
At KPMG, you will play a vital role within a vibrant team at one of the leading tax firms globally.
Collaborate with KPMG's extensive network of experts; gain access to our Ignition Centers, where profound industry insights blend with advanced technologies to develop innovative tax strategies.
Become part of a diverse group assisting prominent clients in navigating, analyzing, and addressing intricate business opportunities and challenges. Enhance your career through a variety of diverse projects, structured training, and informal guidance.At KPMG, we prioritize investing in our culture as it reflects our commitment to our people, our future, and our core values.
KPMG is currently seeking a Senior Tax Associate, Estate and Trust Administration to join our Tax practice.Key Responsibilities:
Prepare, review, and evaluate fiduciary income tax returns for trusts and estates, including Form 1041 for Administrative Trusts and Estates, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, and Form 1040 for decedents.
Oversee a portfolio of clients and/or manage the workflow of tax return preparation by Associate tax preparers.
Leverage Thomson Reuters OneSource Trust Tax platform and other state-of-the-art technologies for client service delivery.
Engage proactively with management regarding potential challenges, contributing to their resolution before escalation and enhancing the team's tax technical expertise.
Address inquiries from the IRS and other tax authorities.
Stay informed on tax technical advancements and data management for all accounts.
Qualifications:
Minimum of three years of recent public accounting experience and/or experience with income tax returns for trusts and estates.
Bachelor's and/or Master's degree from an accredited institution in business, accounting, finance, taxation, mathematics, economics, information technology, data analytics, engineering (financial, industrial, or systems), or related fields; accounting and taxation preferred.
Must possess or be in the process of fulfilling the state-specific educational requirements to become a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the primary place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position preferred.
Intermediate knowledge of the Internal Revenue Code as it pertains to trusts and estates.
Exceptional communication, time management, and leadership abilities; must be a flexible and adaptable team player, resourceful in delivering high-quality work while independently managing assigned client accounts.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
KPMG adheres to all local/state regulations regarding the display of salary ranges.
If applicable, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed.
Any offered salary is determined based on relevant factors such as the applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations.
Furthermore, the firm is proud to offer a comprehensive and competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle.
Available benefits are based on eligibility.Our Total Rewards package includes a variety of 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; one is at year-end and the other is around the July 4th holiday.
Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at 'Benefits & How We Work'.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.
The attached link contains further information regarding the firm's compliance with federal, state, and local recruitment and hiring laws.
No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites, or KPMG events, except when mandated by federal, state, or local law.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled.
Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
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