Manager/Senior Manager, NYFS Alternative Investments

KPMG LLP; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

KPMG LLP is seeking a Manager/Senior Manager in its Business Tax Services practice in New York. The role focuses on managing client portfolios, directing tax teams, and delivering high-quality tax guidance across corporations, partnerships, and other flow-through entities.

Qualified candidates will have extensive experience in corporate tax within financial services, CPA/JD/LLM/EA credentials, and strong communication skills to advise clients and manage engagements, budgets, and risk.

Qualifications

• Bachelor’s degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG’s approved credential listing; one year to obtain credentials from date of hire.
• 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
• 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)

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. 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
• Participate in and contribute to market and business activities 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

Education

Bachelor’s degree

Licensed CPA, 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