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

KPMG US; Tallahassee (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative firm seeks a Tax Senior Associate specializing in Estate and Administrative Trusts. This role involves preparing and analyzing fiduciary income tax returns while managing a team of associates. You will utilize advanced technologies to enhance client service and proactively communicate with management on tax technical issues. Join a collaborative environment that values diversity and inclusion, and offers competitive benefits, including medical and 401(k) plans. This position provides an exciting opportunity to grow your career in a supportive setting focused on professional development.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Well-being Programs

Qualifications

• Minimum three years of experience with income tax returns for trusts and estates.
• Must have or be pursuing CPA or EA licensure.

Responsibilities

• Prepare and analyze 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

Time Management

Leadership Skills

Knowledge of Internal Revenue Code

Education

Bachelor's in Business

Master's in Accounting

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. We offer a collaborative and innovative environment where you can develop your career and work with a diverse team serving high-profile clients.

Responsibilities:

• Prepare, review, and analyze fiduciary income tax returns for administrative 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 advanced technologies for client service.
• Proactively communicate with management about potential issues and contribute to team’s tax technical growth.
• Respond to inquiries from IRS and other authorities.
• Stay updated on tax technical developments and data management.

Qualifications:

• Minimum three years of recent experience with income tax returns for trusts and estates.
• Bachelor's or Master's in business, accounting, finance, or related fields; accounting and taxation preferred.
• Must have or be pursuing CPA or EA licensure; plan to complete educational requirements 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, and leadership skills; ability to manage workload independently.
• Authorized to work in the US without visa sponsorship.

We offer competitive benefits, including medical, dental, vision, 401(k), and well-being programs. Salary ranges vary by location; see this link for details.

KPMG is an equal opportunity employer and complies with all applicable laws. We value diversity and inclusion and do not discriminate based on protected categories.