Manager/Senior Manager, Alternative Investments

KPMG LLP; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

KPMG LLP in Boston is seeking a Manager/Senior Manager to lead the Business Tax Services practice, overseeing client engagements and teams.

You will analyze GAAP implications, manage budgets and billing, mentor staff, and deliver high-quality tax advice to clients while developing strategies.

This role emphasizes client relationship management, cross‑functional collaboration with service lines, and market activities to grow the practice.

Qualifications

• Minimum five years of corporate tax experience in financial services supporting alternative investments (investment partnerships and/or mutual funds).
• Bachelor’s degree; CPA, JD/LLM or EA; at least one approved credential per hiring practice requirements.
• Proficiency in taxation of corporations, partnerships, and flow-through entities.
• Excellent verbal and written communication skills.

Responsibilities

• Manage a portfolio of clients and act as the point of contact for internal and external clients.
• Direct teams of tax professionals/assistants on client projects.
• Understand and analyze U.S. GAAP rules affecting the taxpayer.
• Help manage risk and financial performance including billing and budgeting for engagements.
• Advise clients and deliver high-quality tax service and advice.
• Develop tax arguments to support conclusions and suggest client plans.
• For Senior Manager: participate in market and business activities externally while providing leadership and coaching to a team.

Skills

Team leadership

Client management

Tax knowledge

Communication skills

Education

Bachelor's degree

CPA license

JD/LLM or EA

Job description

KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice.

Responsibilities:

• Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients
• Direct teams of tax professionals/assistants working on client projects
• Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer
• Help manage risk and financial performance of engagements including billing, collections, and the budget for projects
• Advise clients and be responsible for delivering high quality tax service and advice
• Work to assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients

Additional Responsibilities for Senior Manager:

• Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team
• Act as a coach and mentor to other tax professionals

Qualifications:

• Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm
• Bachelor’s degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG’s approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities
• Excellent verbal and written communication skills with the ability to articulate complex financial information

Additional Qualifications for Senior Manager:

• Minimum eight years of recent experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience)
• Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams