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

KPMG US; San Antonio (TX); Remote; USD 60,000 - 100,000; Full time

Job summary

Join a leading global tax firm as a Tax Senior Associate specializing in Estate and Administrative Trust. This exciting role involves preparing and analyzing fiduciary income tax returns, managing client portfolios, and utilizing advanced tax platforms. You will be part of a collaborative environment that values innovation and professional growth. Ideal candidates will have experience in public accounting, strong communication skills, and a commitment to staying current on tax developments. If you are looking for a fulfilling career with competitive benefits and opportunities for advancement, this is the place for you.

Benefits

Comprehensive Health Plans

Retirement Options

Well-being Benefits

Qualifications

• 3+ years of experience in public accounting or trusts and estates tax.
• CPA or EA license pursuit with educational requirements planned.

Responsibilities

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

Skills

Fiduciary Income Tax Returns

Client Management

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 (ONESOURCE). Be part of a leading global tax firm that values collaboration, innovation, and professional growth.

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 portfolio of clients and oversee tax return preparation by associates.
• Utilize Thomson Reuters OneSource Trust Tax platform and other advanced technologies for client service.
• Proactively communicate with management about potential issues and contribute to team’s technical knowledge.
• Respond to inquiries from IRS and other tax authorities.
• Stay current on tax developments and maintain data for client accounts.

Qualifications:

• Minimum three years’ experience in public accounting or working with trusts and estates tax returns.
• Bachelor’s or Master’s degree in business, accounting, finance, taxation, or related fields; accounting and taxation preferred.
• Currently licensed or pursuing CPA or EA license, with a plan to complete educational requirements before or shortly after starting.
• Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
• Strong communication, time management, and leadership skills; ability to work independently and manage a client portfolio.
• Authorized to work in the US without visa sponsorship.

Additional benefits include competitive salary ranges, comprehensive health plans, retirement options, and well-being benefits. Salary ranges vary by location, with details available at this link.