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

KPMG US; Hartford (CT); Remote; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Tax Senior Associate to join their dynamic team. This role offers the opportunity to work remotely while engaging with high-profile clients on complex tax matters. You will prepare and analyze fiduciary income tax returns, manage a book of business, and utilize advanced tax technology to deliver exceptional client service. The firm values collaboration and invests in its people, providing a supportive environment for professional growth through diverse engagements and training. If you are passionate about tax and ready to make a significant impact, this position is perfect for you.

Qualifications

• 3+ years of public accounting experience with fiduciary income tax returns.
• Pursuing CPA or EA licensure with state-specific education requirements.

Responsibilities

• Prepare and review fiduciary income tax returns including Form 1041.
• Manage tax return preparation and supervise Associate tax preparers.

Skills

Public Accounting

Income Tax Returns

Communication Skills

Time Management

Leadership Skills

Education

Bachelor's Degree in Accounting

Master's Degree in Business

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.

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.

Responsibilities:

1. 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.
2. Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers.
3. Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery.
4. 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.
5. Respond to inquiries from the IRS and other taxing authorities.
6. Keep up to date on tax technical developments and data maintenance for all accounts.

Qualifications:

1. Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates.
2. 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.
3. Must have or be pursuing the state-specific education requirements to be a licensed 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 prior to the start date preferred.
4. Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates.
5. Excellent communication, time management, and leadership skills; must be flexible and adaptable, able to manage accounts independently.
6. Applicants must be currently authorized to work in the United States without visa sponsorship.