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

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

Job summary

An established industry player is seeking a Tax Senior Associate to join their dynamic team. This role offers a unique opportunity to work with advanced technologies and deliver exceptional client service in the estate and administrative trust sector. You'll prepare and analyze fiduciary income tax returns, manage client portfolios, and engage in continuous learning through diverse experiences and mentorship. The collaborative environment fosters growth and innovation, making it an ideal setting for professionals looking to advance their careers in tax. If you're ready to take your expertise to the next level, this position is perfect for you.

Qualifications

• 3+ years of experience in public accounting or estate and trust income tax returns.
• Must be pursuing or have obtained CPA or EA licensure.

Responsibilities

• Prepare and review fiduciary income tax returns for trusts and estates.
• Manage a portfolio of clients and oversee tax return preparation.

Skills

Fiduciary Income Tax Returns Preparation

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. Be part of a dynamic team at one of the world's top tax firms, working in a collaborative and innovative environment that fosters your success. Utilize advanced technologies like Thomson Reuters OneSource Trust Tax platform to deliver exceptional client service. Develop your expertise 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 portfolio of clients and oversee tax return preparation by associates.
• Proactively communicate with management about potential issues and contribute to technical knowledge sharing.
• Respond to IRS and other tax authority inquiries.
• Keep current with tax developments and data management for all accounts.

Qualifications:

• At least three years of recent experience in public accounting or working with estate and trust income tax returns.
• Bachelor's or Master’s degree in business, accounting, finance, taxation, or related fields; accounting and taxation preferred.
• Must be pursuing or have obtained CPA or EA licensure, with a plan to complete educational requirements prior to 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 as part of a team.
• Authorized to work in the U.S. without sponsorship.