Associate, Tax Business Enablement Team

KPMG LLP; San Francisco (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

KPMG LLP is seeking an Associate to join our Tax practice in San Francisco. You will support PMDs and manage engagement logistics, billing, and data analysis to optimize engagement success and firm revenue.

You’ll coordinate with onshore and offshore teams, ensuring timely responses, accurate billing, and compliant engagement setup. Strong communication and issue resolution will be essential in this role.

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.

Responsibilities

• Provide strategic support for PMDs, coordinating with offshore resources and internal teams to manage opportunities, engagement setup, billing and collections, and closeout.
• Analyze data and stakeholder communications to advise on engagement success and revenue optimization.
• Own billing and reconciliation, determine bill rates and chargeable hours, and supervise related third‑party activity as needed.
• Oversee engagement setup and maintenance, tailor processes to client needs, and execute pricing strategies.
• Develop networks with internal and external stakeholders to drive engagement success and client data collection and invoicing.
• Coordinate administrative support for PMDs, including calendars, meetings, travel, and expense reporting.

Skills

Data analysis

Verbal & written communication

Time management

Education

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

Tools

Microsoft Office Suite

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