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

KPMG US; Boston (MA); Remote; USD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking a Tax Senior Associate for its Estate & Administrative Trust team. This role offers the opportunity to work remotely while engaging in a collaborative culture that values your success. You will prepare and review fiduciary income tax returns, manage a team, and utilize advanced technology to serve high-profile clients. The ideal candidate will have significant experience in tax preparation, excellent communication skills, and a commitment to professional growth. Join a diverse team that prioritizes innovation and inclusion, and take your career to the next level.

Benefits

Comprehensive Benefits Package

Competitive Salary

Commitment to Diversity and Inclusion

Qualifications

• 3+ years of experience with income tax returns for trusts and estates.
• CPA or EA license preferred; educational requirements should be met prior to start.

Responsibilities

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

Skills

Fiduciary 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 KPMG US as a Tax Senior Associate, Estate and Administrative Trust in our dynamic tax practice. Enjoy a collaborative culture that empowers your success, working with cutting-edge technology and a diverse team serving high-profile clients.

Responsibilities:

• Prepare, review, and analyze fiduciary income tax returns for trusts and estates, including Forms 1041, 706, 706-GS(T), 8971, and 1040 for decedents.
• Manage a book of business and supervise tax return preparation by associates.
• Utilize Thomson Reuters OneSource Trust Tax platform and other advanced technologies.
• Proactively communicate with management on potential issues and contribute to team’s tax technical growth.
• Respond to inquiries from IRS and other tax authorities.
• Stay updated on tax developments and data maintenance.

Qualifications:

• At least three years of recent experience with income tax returns for trusts and estates.
• Bachelor's or Master’s degree in relevant fields; accounting and taxation preferred.
• Working towards or possessing CPA or EA license; educational requirements should be met prior to start or shortly after.
• 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; ability to work independently.
• Authorized to work in the US without visa sponsorship.

KPMG offers a comprehensive benefits package, competitive salary, and a commitment to diversity and inclusion. Salary ranges vary by location; see this link for details. We are an equal opportunity employer and encourage qualified candidates to apply.