Director, Tax Research and Planning

KPMG LLP; Montvale (NJ); On-site; USD 180,000 - 240,000; Full time

Job summary

KPMG LLP is seeking a Director of Tax Research and Planning to guide research and analysis for federal and state tax returns, including partnership Schedule K-1s, driving strategic tax planning.

Responsibilities include monitoring legislation, modeling impacts of changes, and mentoring tax professionals to build deep expertise in partnership and individual taxation while maintaining a high-performance culture.

Qualifications

• Minimum ten years of federal and state tax experience with in-depth knowledge of partnership federal and state schedule K-1s.
• Master’s degree in tax or accounting preferred; Bachelor’s degree in accounting or finance required; enrolled Agent or CPA preferred.
• Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
• Computer proficiencies in Microsoft Excel, PowerPoint, and Word; advanced Excel and PowerPoint skills for tax planning.
• High net worth individual tax experience preferred.
• Authorized to work in the U.S. without visa sponsorship now or in the future; no sponsorship provided.

Responsibilities

• Lead and oversee tax research and analysis related to the preparation of individual federal and state tax returns and partnership Schedule K-1s.
• Monitor federal and state legislative developments; develop models to assess impact of proposed tax changes and identify tax-savings opportunities.
• Collaborate with firm experts and Partner-In-Charge of Firm Taxes to resolve issues and ensure compliance and properly documented positions.
• Lead internal training sessions and develop content to communicate tax positions to cross-functional groups within Firm Taxes.
• Mentor tax professionals and foster deep expertise in partnership and individual taxation.
• Uphold integrity, professionalism, and a respectful work environment.

Skills

Tax research

Strategic direction

Mentoring

Cross-functional collaboration

Education

Master's in tax or accounting

Bachelor's in accounting or finance

CPA or Enrolled Agent preferred

Tools

Westlaw

Bloomberg

CCH

Job description

KPMG is currently seeking a Director, Tax Research and Planning to join our Firm Tax team.

Responsibilities:

• Lead and oversee tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s, providing strategic direction to Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns
• Proactively monitor federal and state legislative developments; drive the development of models to assess the potential impact of proposed tax changes and identify strategic tax-savings opportunities for the firm and its partners
• Independently collaborate with firm experts and Partner-In-Charge of Firm Taxes to resolve various federal and state issues to ensure compliance with all tax regulations and deadlines and ensure document tax research positions
• Lead internal training sessions and develop content to effectively communicate tax technical positions to members of cross-functional groups within Firm Taxes
• Cultivate a high-performing culture by actively mentoring tax professionals and fostering deep expertise in partnership and individual taxation
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications:

• Minimum ten years of recent federal and state individual tax experience with in-depth knowledge of partnership federal and state schedule K-1s
• Master’s degree from an accredited college or university in tax or accounting is preferred; minimum of a Bachelor’s degree from an accredited college or university in accounting or finance is required; enrolled Agent or CPA preferred
• Proficient in tax research software such as Westlaw, Bloomberg, and CCH
• Computer proficiencies in Microsoft Excel, Microsoft PowerPoint, and Word required; Microsoft Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts and analysis to support tax planning opportunities
• High net worth individual tax experience preferred
• Detailed-oriented and collaborative-minded professional with a proactive approach to problem-solving
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)