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

KPMG US; Birmingham (AL); Remote; USD 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a Tax Senior Associate to join their dynamic team. This exciting role involves preparing and analyzing fiduciary income tax returns while managing a team of tax preparers. With access to cutting-edge technologies and a collaborative culture, you will help high-profile clients navigate complex tax challenges. The firm offers a comprehensive benefits package and fosters career development through formal training and mentoring. If you're looking to make a significant impact in a forward-thinking environment, this opportunity is perfect for you.

Benefits

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Well-being benefits

Qualifications

• Minimum of three years' experience in public accounting or tax returns for trusts and estates.
• Must have or be pursuing CPA or EA licensure.

Responsibilities

• Prepare and analyze fiduciary income tax returns for trusts and estates.
• Manage a book of business and supervise tax return preparation.

Skills

Fiduciary income tax returns preparation

Communication skills

Time management

Leadership skills

Adaptability

Education

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

Master's degree in business, accounting, finance, or taxation

Tools

Thomson Reuters OneSource Trust Tax platform

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.

Overview

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. We offer a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists and access our Ignition Centers, where industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients navigate complex business opportunities and challenges. Develop your career through multifaceted engagements, formal training, and informal mentoring.

Responsibilities

1. Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates, including Form 1041, Form 706, Form 706-GS(T), Form 8971, and Form 1040 for decedents.
2. Manage a book of business and supervise tax return preparation by Associate tax preparers.
3. Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery.
4. Proactively communicate with management regarding potential issues, contributing to resolution and enhancing the team's tax technical knowledge.
5. Respond to inquiries from IRS and other authorities.
6. Stay updated on tax technical developments and data maintenance for all accounts.

Qualifications

• Minimum of three years' experience in public accounting or working with income tax returns for trusts and estates.
• Bachelor's or Master's degree in business, accounting, finance, taxation, or related fields; accounting and taxation preferred.
• Must have or be pursuing CPA or EA licensure; completion before start date preferred.
• Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
• Excellent communication, time management, and leadership skills; adaptable team player capable of managing an account load independently.
• Authorized to work in the U.S. without visa sponsorship.

KPMG offers a comprehensive benefits package, including medical, dental, vision, disability, life insurance, 401(k), and well-being benefits. Salary ranges are location-specific and can be found at KPMG Pay Transparency. We are an equal opportunity employer committed to diversity and inclusion.