Senior Manager, Mutual Fund Tax & Client Advisory

KPMG LLP; Orlando (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

KPMG LLP is seeking a Senior Manager to join our Business Tax Services practice in Orlando, FL. You will build and manage relationships with large clients, lead tax engagements, and oversee delivery, billing, and team performance.

The role requires eight+ years in mutual fund tax, CPA/EA/JD or equivalent, and strong communication skills to advise on complex tax matters and mentor staff.

Qualifications

• Eight years of recent experience in mutual fund tax.
• Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM; within one year of employment, must obtain at least one of the approved designations/credentials.
• Prior experience in Mutual Fund and/or investment partnership.
• Proficient in taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1.
• Strong verbal and written communication skills, with the ability to articulate complex financial information.
• Experience managing multiple client engagements and client service teams.

Responsibilities

• Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
• Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
• Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
• Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
• 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

Skills

Client relationship management

Team leadership

Tax advisory

Communication skills

Strategic counsel

Education

Bachelor's degree in Accounting

Licensed CPA

EA or JD/LLM

Job description

KPMG LLP is seeking a Senior Manager to join our Business Tax Services practice in Orlando, FL. You will build and manage relationships with large clients, lead tax engagements, and oversee delivery, billing, and team performance.

The role requires eight+ years in mutual fund tax, CPA/EA/JD or equivalent, and strong communication skills to advise on complex tax matters and mentor staff.