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

KPMG US; Jackson (MS); Remote; USD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Tax Senior Associate to join their Estate & Administrative Trust team. This remote role offers the opportunity to engage with cutting-edge technologies and a collaborative environment. You will prepare and analyze fiduciary income tax returns while managing a team and ensuring compliance with IRS inquiries. With a commitment to professional development, this firm provides a comprehensive benefits package and a dynamic workplace culture. If you are passionate about tax solutions and eager to grow your career, this role is an excellent fit.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Well-being Benefits

Qualifications

• 3+ years of experience with fiduciary income tax returns for trusts and estates.
• Must have or be pursuing CPA or EA licensing requirements.

Responsibilities

• Prepare and review fiduciary income tax returns for trusts and estates.
• Manage a book of business and supervise associates in 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 at one of the world's leading tax firms, working in a collaborative and innovative environment. Utilize KPMG's extensive network and cutting-edge technologies like Ignition Centers to deliver exceptional tax solutions. Develop your career through diverse engagements, training, and mentorship.

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 a book of business and supervise tax return preparation by associates.
• Use Thomson Reuters OneSource Trust Tax platform and other technologies for client service.
• Proactively communicate with management on potential issues and contribute to team’s technical growth.
• Respond to IRS and other tax authority inquiries.
• Stay updated on tax developments and data maintenance.

Qualifications:

• At least three years of experience with income tax returns for trusts and estates.
• Bachelor’s or Master’s degree in relevant fields; accounting and taxation preferred.
• Must have or be pursuing CPA or EA licensing requirements.
• 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.
• Authorized to work in the US without sponsorship.

KPMG offers a comprehensive benefits package, including health, dental, vision, 401(k), and well-being benefits. Salary ranges vary by location, with details available at this link. We are committed to diversity and equal opportunity employment. No phone calls or agencies please.