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

KPMG US; Omaha (NE); Remote; USD 65,000 - 95,000; Full time

Job summary

An established industry player seeks a Tax Senior Associate to join their innovative team. This role involves preparing and analyzing fiduciary income tax returns for trusts and estates, managing a book of business, and utilizing advanced technologies to deliver exceptional client service. The firm offers a collaborative environment that encourages professional growth through diverse engagements and mentoring. If you are passionate about tax solutions and looking to advance your career, this is the perfect opportunity for you.

Qualifications

• 3+ years of experience in public accounting with trusts and estates.
• Pursuing CPA or EA license required.

Responsibilities

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

Skills

Fiduciary income tax returns preparation

Public accounting experience

Communication skills

Time management

Leadership skills

Education

Bachelor's degree in Accounting

Master’s degree in Taxation

Tools

Thomson Reuters OneSource Trust Tax platform

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, offering a collaborative and innovative culture that fosters success. Work with extensive networks of specialists and cutting-edge technologies like Ignition Centers to deliver innovative tax solutions. Develop your career 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 a book of business and supervise tax return preparation by associates.
• Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service.
• Proactively communicate with management about potential issues and contribute to team’s tax technical knowledge.
• Respond to IRS and other authority inquiries.
• Stay updated on tax technical developments and data maintenance.

Qualifications:

• At least three years of recent public accounting experience with trusts and estates income tax returns.
• Bachelor's or Master’s degree in related fields; accounting and taxation preferred.
• Current or pursuing CPA or EA license; educational requirements to be completed prior to or shortly after start date.
• Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
• Excellent communication, time management, leadership skills, and ability to work independently.
• Authorized to work in the US without sponsorship.

Additional information about salary ranges, benefits, and legal compliance is available on the KPMG US Careers site. KPMG is an equal opportunity employer and complies with all applicable laws. We encourage qualified applicants to apply promptly. For Los Angeles County applicants, additional considerations regarding criminal history are noted.