Mutual Fund Tax Manager - RIC Specialist

KPMG LLP; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

KPMG in New York seeks a Mutual Fund Tax - Manager to join our Business Tax Services practice. You will lead tax provision work papers for Regulated Investment Companies and oversee client engagements.

Ideal candidate has CPA/EA/JD/LLM and at least four years of mutual fund tax experience, with strong financial statement and fund accounting knowledge. This role blends technical tax expertise with client service leadership.

Qualifications

• Minimum four years of recent Mutual Fund Tax experience.
• Advanced understanding of regulated investment company taxation.
• Strong client service skills and attention to detail.
• Deep understanding of financial statements and fund accounting reports.

Responsibilities

• Review and oversee tax provision and distribution work papers for RIC.
• Prepare income and capital estimates of RIC distributions.
• Assess work papers and documents to support client deliverables.
• Deliver high-quality tax consulting services to KPMG clients.
• Manage and mentor staff level team members.

Skills

Mutual fund tax

RIC tax

Tax provision review

Staff leadership

Education

CPA/EA/JD/LLM

Job description

KPMG in New York seeks a Mutual Fund Tax - Manager to join our Business Tax Services practice. You will lead tax provision work papers for Regulated Investment Companies and oversee client engagements.

Ideal candidate has CPA/EA/JD/LLM and at least four years of mutual fund tax experience, with strong financial statement and fund accounting knowledge. This role blends technical tax expertise with client service leadership.