Tax Senior Associate, Asset Management

KPMG LLP; McLean (VA); On-site; USD 90,000 - 140,000; Full time

Job summary

KPMG is seeking a Senior Associate to join our Business Tax Services practice in McLean, VA. You will support Tax Managers and Partners in managing client portfolios, handle engagement planning, and supervise staff on large engagements.

The role requires 3+ years of investment partnership or mutual fund tax experience, a strong knowledge of GAAP and partnership tax regs, and the ability to review 1065 and 1120-RIC returns. Strong communication and analytical skills are essential.

Qualifications

• Three years of investment partnership or mutual fund tax experience in public accounting.
• Experience preparing and reviewing partnership tax returns (1065) and RIC returns (1120-RIC).
• Strong grasp of GAAP and partnership tax regulations.
• Excellent communication and client service abilities.

Responsibilities

• Support Tax Managers and Partners in day-to-day client portfolio management.
• Lead engagement planning and job administration.
• Maintain progress updates on engagement and client relationships.
• Audit tax provisions and review working papers for support and policy compliance.
• Execute tax compliance tasks with moderate direction.
• Supervise associates on large engagements when appropriate.

Skills

Investment partnership tax

Mutual fund tax experience

Tax review skills

Communication skills

Analytical abilities

Education

Bachelor's degree

J.D.

LL.M. in taxation

MST

Job description

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.

Responsibilities:

• Support Tax Managers and Partners in the day-to-day management of client portfolio
• Take responsibility for overall engagement planning and job administration
• Keep management informed on the progress of important engagement and client relationship issues
• Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met
• Execute various aspects of compliance with moderate to minimum direction from management
• Supervise several associate staff members on large and complex engagements when appropriate

Qualifications:

• A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting
• Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations
• Exceptional skills in reviewing 1065 and 1120-RIC tax returns
• Ability to meet challenging client requirements and provide services
• Strong communication, interpersonal, analytical, and research abilities