Associate, Tax Business Enablement Team

KPMG LLP; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

KPMG LLP is seeking an Associate to join our Tax practice in Boston. The role focuses on supporting PMDs, coordinating engagement setup, and managing billing and collections with precision.

You will analyze engagement data, oversee billing reconciliation, and collaborate with offshore and onshore teams to optimize engagement performance and revenue while delivering exceptional client service.

Qualifications

• Minimum one year of recent work experience.
• Bachelor's or Associate degree in accounting, finance, or business administration.
• Excellent proficiency in Microsoft Office and the ability to learn new tools.
• Strong verbal and written communication across all levels.
• Strong data analysis and time-management skills for multiple projects.

Responsibilities

• Provide strategic support for PMDs as a trusted business advisor and single point of contact.
• Analyze engagement data, billing, and hours to optimize engagement outcomes.
• Own billing and reconciliation, including rates, hours, and invoicing.
• Coordinate engagement setup and pricing workbooks to align with client terms.
• Maintain relationships with internal teams and clients to ensure engagement success.
• Coordinate executive assistants for PMDs, calendars, travel, and expenses.
• Uphold integrity, professionalism, and a respectful work environment.

Skills

Data analysis

Communication

Time management

Microsoft Office

Problem solving

Education

Bachelor’s degree in accounting, finance, or business administration

Tools

Microsoft Excel

Job description

KPMG is currently seeking an Associate to join our Tax practice.

Responsibilities:

• Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals
• Serve as the primary point of contact for the PMDs’ portfolio, conducting detailed data analysis (including reviewing open opportunities, outstanding bills, investment reports, and unanticipated hours or expenses charged to an engagement) to provide strategic recommendations that drive engagement success and optimize firm revenue
• Own the billing and reconciliation process for assigned clients, including determining correct bill rates and chargeable hours, proactively initiating and managing billing based on independent analysis of engagement metrics, client preferences, and interpretation of the specific terms of engagement letters; identify and supervise relevant KPMG member firm or other third-party activity when appropriate
• Oversee the strategic set-up and maintenance of engagement opportunities, tailoring processes to meet specific client needs and compliance requirements while executing KPMG’s pricing strategy, developing pricing workbooks during engagement set-up and making informed decisions to optimize financial outcomes
• Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules
• Coordinate administrative support for PMDs, leveraging Executive Assistants and other internal teams onshore and offshore, including the following: proactive management of PMD calendars based on business priorities, planning and coordination for client and internal meetings and events, including everything from developing agendas and meeting support materials to selecting venues/meeting locations and managing catering arrangements, management of itineraries and travel arrangements, ensuring optimal use of time and resources and timely submission of expense reports and compliance with expense policies
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications:

• Minimum one year of recent work experience
• Associate or Bachelor’s degree in accounting, finance, or business administration from an accredited college/university or a minimum of three years of relevant work experience, preferably within a professional service or Tax business environment
• Excellent technical skills, with demonstrated proficiency in Microsoft Office Suite and the ability to quickly learn and utilize new technology and tools
• Strong verbal and written communication skills, capable of interfacing effectively with individuals at all organizational levels
• Excellent data analysis and web-based research skills; effective time and project management skills to ensure the successful management of multiple projects simultaneously
• Demonstrated ability to independently address issues of moderate complexity; ability to work autonomously and as a collaborative, productive member of a project team