NYFS Mutual Fund Tax RIC Manager

KPMG LLP; New York (NY); In loco; USD 140.000 - 190.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Mutual fund tax

RIC tax

Tax provision review

Staff leadership

Formazione

CPA/EA/JD/LLM

Descrizione del lavoro

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice.

Responsibilities:

• Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps
• Prepare income and capital estimates of RIC distributions
• Assess work papers and other documents to support client deliverables
• Delivery of high-quality tax consulting services to KPMG clients
• Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients to manage expectations and help ensure client satisfaction
• Lead and mentor staff level team members

Qualifications:

• Minimum four years of recent experience of Mutual Fund Tax
• Licensed CPA, EA or JD/LLM, 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
• Advanced understanding of regulated investment company taxation
• Strong client service skills, team attitude and attention to detail
• Deep understanding of financial statements and fund accounting reports and spreadsheets