Senior Family Enterprise Tax Advisor & Mentor

KPMG LLP; Miami (FL); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax expertise

Advisory services

Mentoring

Client communication

Review & supervision

Ausbildung

Bachelor's degree

CPA/EA in progress

Jobbeschreibung

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.