Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote

KPMG US; Baton Rouge (LA); Remote; USD 66,000 - 123,000; Full time

Job summary

Join a dynamic team at a leading tax firm as a Tax Senior Associate specializing in Estate and Administrative Trusts. In this role, you'll leverage cutting-edge technologies to deliver innovative tax solutions while managing a diverse portfolio of clients. Collaborate with specialists and enjoy a culture that prioritizes your professional growth through training and mentorship. This position offers the opportunity to work remotely, allowing for a flexible work-life balance while engaging in meaningful projects that challenge your skills and enhance your career. Be part of a forward-thinking organization that values its people and invests in their future.

Benefits

Medical and Dental Plans

Vision Coverage

401(k) Plans

Personal Time Off

Mental Health Support

Flexible Work Hours

Qualifications

• 3+ years of experience in public accounting with a focus on fiduciary income tax returns.
• Must be pursuing CPA or EA certification with state-specific education requirements.

Responsibilities

• Prepare and analyze fiduciary income tax returns for trusts and estates.
• Manage tax return preparation and communicate proactively with management.

Skills

Public Accounting

Income Tax Returns

Communication Skills

Time Management

Leadership Skills

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Tools

Thomson Reuters OneSource Trust Tax

Job description

Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote

Join to apply for the Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote role at KPMG US

Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote

6 days ago Be among the first 25 applicants

Join to apply for the Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote role at KPMG US

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 extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax practice.

Responsibilities:

• Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates including Form 1041 for Administrative Trusts and Estate, 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
• Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers
• Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery
• Communicate proactively with management regarding potential issues, contributing to the resolution before escalation and aiding in the enhancement of the team's tax technical acumen
• Respond to inquiries from the IRS and other taxing authorities
• Keep up to date on tax technical developments and data maintenance for all accounts
  
  

Qualifications:

• Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates
• Bachelor's and/or Master's degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred
• Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal 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 is preferred
• Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates
• Excellent communication, time management, and leadership skills; must be a flexible and adaptable team player and resourceful in delivering high quality work with the ability to independently manage assigned account load
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
  
  

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, 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 applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, 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”.

Follow this link to obtain salary ranges by city outside of CA:

https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M309U_4_25

California Salary Range: $66900 - $122200

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an 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. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

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.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

Referrals increase your chances of interviewing at KPMG US by 2x

Get notified about new Estate & Administrative Trust (ONESOURCE), Tax Senior Associate - Remote jobs in Baton Rouge, LA.

Tax Senior Associate, State & Local Tax - Income / Franchise (Remote Option)

Baton Rouge Metropolitan Area 3 weeks ago

Baton Rouge, LA $85,000.00-$95,000.00 13 hours ago

Tax Manager, Asset Management (Remote Option)

Baton Rouge, LA $70,000.00-$100,000.00 1 day ago

Baton Rouge, LA $125,000.00-$150,000.00 11 hours ago

Baton Rouge, LA $100,000.00-$185,000.00 1 day ago

Baton Rouge, LA $80,000.00-$120,000.00 2 days ago

Senior Accountant - Outsourced Accounting Services

Manager, Corporate Tax/Provisions - Remote Option

Tax Manager - Tax, Public Accounting, CPA

Senior Associate, Tax - Integrated Partnership Solutions

Tax Manager, State & Local Tax (Income / Franchise) - Remote Option

Federal Tax Manager--Global Compliance and Reporting- US ( Open Location)

Tax Manager- Business Tax Services- Private Tax - National Tax

Tax Senior Associate - Private Client Services

Baton Rouge, LA $95,600.00-$157,900.00 6 days ago

Tax Manager - Business Tax Services - Partner of the Firm

Tax Manager - Financial Services - Global Compliance and Reporting - Real estate

Tax Senior Manager - FSO - Indirect Tax, Credits & Incentives

Senior Tax Manager - Flow Throughs (REMOTE)

Baton Rouge, LA $140,000.00-$200,000.00 1 day ago

Tax Manager - Business Tax Services - Private Tax - Cross Border

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.