Senior Associate, Family Enterprise Tax

KPMG LLP; Miami (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

KPMG LLP invites a seasoned tax professional to join our Tax practice in the United States, serving family offices, high-net-worth individuals, trusts, estates, and closely held businesses. You will act as a primary client contact, deliver high-quality tax advice, and coordinate cross-team efforts.

In this role, you will review returns, mentor junior staff, and collaborate across Asset Management and KPMG Private to provide integrated solutions.

Qualifications

• Minimum three years of recent tax experience serving family offices, family enterprises, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm.
• Bachelor's degree from an accredited college/university required; progress towards obtaining a CPA or Enrolled Agent (EA) designation is preferred.
• Strong technical knowledge of individual income tax, trust taxation, estate and gift taxation, and family office tax matters.
• Experience with partnership taxation, pass-through entities, operating partnerships, and closely held business structures.
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred.
• Proven experience managing multiple client engagements and leading client service teams.
• Excellent advisory, compliance, verbal, and written communication skills with the ability to explain complex tax matters to clients and colleagues.

Responsibilities

• Provide tax compliance and advisory services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses while serving as a primary point of contact for clients.
• Support a portfolio of clients of varying size and complexity, delivering high-quality tax advice and coordinating services across multiple engagement teams.
• Review and prepare individual, trust, estate, gift, partnership, and business tax returns, including matters involving family-owned operating businesses and investment entities.
• Lead and mentor associates and tax professionals, reviewing work product, providing technical guidance, and supporting professional development.
• Collaborate with professionals across Asset Management, KPMG Private and other specialty tax groups to deliver integrated solutions for clients.
• Participate in business development initiatives, training programs, thought leadership efforts, and market-facing activities that support the growth of the Family Enterprise practice.
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment.

Skills

Tax expertise

Advisory services

Mentoring

Client communication

Review & supervision

Education

Bachelor's degree

CPA/EA in progress

Job description

KPMG is currently seeking a to join our Tax practice.

Responsibilities:

• Provide tax compliance and advisory services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses while serving as a primary point of contact for clients
• Support a portfolio of clients of varying size and complexity, delivering high-quality tax advice and coordinating services across multiple engagement teams
• Review and prepare individual, trust, estate, gift, partnership, and business tax returns, including matters involving family-owned operating businesses and investment entities
• Lead and mentor associates and tax professionals, reviewing work product, providing technical guidance, and supporting professional development
• Collaborate with professionals across Asset Management, KPMG Private and other specialty tax groups to deliver integrated solutions for clients
• Participate in business development initiatives, training programs, thought leadership efforts, and market-facing activities that support the growth of the Family Enterprise practice
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications:

• Minimum three years of recent tax experience serving family offices, family enterprises, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm
• Bachelor's degree from an accredited college/university required; progress towards obtaining a CPA or Enrolled Agent (EA) designation is preferred
• Strong technical knowledge of individual income tax, trust taxation, estate and gift taxation, and family office tax matters
• Experience with partnership taxation, pass‑through entities, operating partnerships, and closely held business structures
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Proven experience managing multiple client engagements and leading client service teams
• Excellent advisory, compliance, verbal, and written communication skills with the ability to explain complex tax matters to clients and colleagues