Manager/Senior Manager, SALT Asset Management

KPMG LLP; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

KPMG LLP seeks a Manager/Senior Manager to join our Business Tax Services practice in New York. You will manage client portfolios, lead tax teams, and translate GAAP rules into actionable tax strategies while overseeing project budgets and billing.

You will deliver high-quality tax advice and client service, and help shape plans for complex investments. Senior Manager responsibilities include guiding market activities, mentoring staff, and driving cross-functional collaboration with other

Qualifications

• Minimum five years of corporate tax experience in financial services with alternative investments.
• Bachelor’s degree; Licensed CPA, JD/LLM or EA, or approved credential with one year to obtain.
• Proficiency in taxation of corporations, consolidated entities, partnerships, and other flow-through entities.
• Excellent verbal and written communication skills.

Responsibilities

• Manage a portfolio of clients and serve as the main contact for internal and external clients.
• Direct teams of tax professionals working on client projects.
• Analyze GAAP rules affecting taxpayers and advise on tax outcomes.
• Help manage risk and financial performance including billing, collections, and project budgets.
• Provide high-quality tax service and strategic client advice.
• Assess tax impact, develop arguments, and propose client plans.
• Senior Manager: participate in business activities beyond the firm and mentor staff.

Skills

Team leadership

Client management

Tax advisory

GAAP tax rules

Billing & budgeting

Mentoring

Communication

Education

Bachelor's degree

CPA/JD/LLM/EA or approved credential

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