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

KPMG US; City of Rochester (NY); Remote; USD 65,000 - 95,000; Full time

Job summary

Join a forward-thinking tax firm as a Tax Senior Associate, specializing in Estate and Administrative Trust. This role offers the opportunity to work with high-profile clients and cutting-edge technologies, enhancing your expertise through diverse engagements and mentoring. You'll be integral to a dynamic team, preparing and analyzing fiduciary income tax returns while managing client accounts. With a focus on professional growth and collaboration, this position is perfect for those looking to make a significant impact in the tax field. If you have a passion for tax law and a commitment to excellence, this role is for you.

Qualifications

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

Responsibilities

• Prepare and analyze fiduciary income tax returns for trusts and estates.
• Manage client accounts and supervise tax return preparation.

Skills

Fiduciary Income Tax Returns

Communication Skills

Management Skills

Leadership Skills

Knowledge of Internal Revenue Code

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. Be part of a dynamic team within one of the world's leading tax firms, fostering a collaborative and innovative culture that supports your professional growth. Work with cutting-edge technologies like Thomson Reuters OneSource Trust Tax platform, serve high-profile clients, and develop your expertise through diverse engagements, training, and mentoring.

Responsibilities:

• Prepare, review, and analyze fiduciary income tax returns for trusts and estates, including Form 1041, Form 706, Form 706-GS(T), Form 8971, and Form 1040 for decedents.
• Manage client accounts and supervise tax return preparation by associates.
• Utilize advanced tax platforms and technologies for service delivery.
• Proactively communicate with management about issues and contribute to team knowledge enhancement.
• Respond to IRS and other tax authority inquiries.
• Stay current on tax laws and data management for client accounts.

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 licensure; educational requirements should be met or planned for.
• Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
• Excellent communication, management, and leadership skills; ability to work independently and as part of a team.
• Authorized to work in the US without sponsorship.

Additional details about compensation, benefits, and application process are available on the KPMG US Careers site. KPMG is an equal opportunity employer committed to diversity and inclusion. We encourage qualified candidates to apply promptly, as recruiting is on a rolling basis.