Tax Senior Associate: Estate & Administrative Trust (ONESOURCE) - Remote Option

KPMG US; Fort Lauderdale (FL); Remote; USD 70,000 - 90,000; Full time

Job summary

Join a leading tax firm as a Tax Senior Associate focusing on Estate & Administrative Trust. Work with a dynamic team to prepare fiduciary income tax returns, manage associates, and utilize advanced technologies. This role offers growth opportunities in a collaborative environment, serving high-profile clients and addressing complex tax challenges.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

401(k)

Well-being Benefits

Qualifications

• At least three years of experience in public accounting or income tax returns for trusts and estates.
• Must have or be pursuing CPA or EA licensure.

Responsibilities

• Preparing and reviewing fiduciary income tax returns for trusts and estates.
• Managing a book of business and supervising tax return preparation.

Skills

Communication

Time Management

Leadership

Education

Bachelor's or Master's degree in relevant fields

Tools

Thomson Reuters OneSource Trust Tax

Job description

Join Our Team as a Tax Senior Associate: Estate & Administrative Trust (ONESOURCE) - Remote Option

At KPMG, become part of a dynamic team at one of the world's leading tax firms. We foster a collaborative, innovative culture that supports your growth. Work with our extensive network of specialists and utilize cutting-edge technologies like Ignition Centers to develop innovative tax solutions. Join a diverse team serving high-profile clients, helping them navigate complex business opportunities and challenges. We offer a variety of engagements, training, and mentorship to develop your career.

Position Overview

KPMG is seeking a Tax Senior Associate, Estate and Administrative Trust, to join our Tax practice. Responsibilities include:

• Preparing, reviewing, and analyzing fiduciary income tax returns for trusts and estates, including Form 1041, Form 706, Form 706-GS(T), Form 8971, and related forms.
• Managing a book of business and supervising tax return preparation by associates.
• Using Thomson Reuters OneSource Trust Tax platform and other technologies for client service.
• Proactively communicating with management about potential issues and enhancing team knowledge.
• Responding to IRS and other tax authority inquiries.
• Staying current on tax technical developments and data maintenance.

Qualifications

• At least three years of experience in public accounting or working with income tax returns for trusts and estates.
• Bachelor's or Master's degree in relevant fields; accounting and taxation preferred.
• Must have or be pursuing CPA or EA licensure, with a plan to complete educational requirements.
• Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
• Excellent communication, time management, and leadership skills; adaptable team player.
• Authorized to work in the U.S. without visa sponsorship.

We offer a comprehensive benefits package, including medical, dental, vision, disability, life insurance, 401(k), and well-being benefits. Salary ranges vary by location, with details available here.

KPMG is an equal opportunity employer, committed to diversity and inclusion. We comply with all applicable laws regarding recruitment and hiring. No phone calls or agencies, please.

Additional Details

We do not require vaccination for employees unless mandated by law. Candidates are encouraged to apply promptly as we recruit on a rolling basis.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: General Business