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

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

Job summary

Join a leading company as a Tax Senior Associate specializing in Estate and Administrative Trust. This role offers remote work flexibility and requires expertise in trust and estate tax preparation. You'll prepare and review tax returns, manage associates, and stay updated on tax developments. A comprehensive benefits package is included.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Life Insurance

Disability Insurance

Qualifications

• Minimum three years of public accounting experience with trusts and estates tax returns.
• Must have or be pursuing CPA or EA licensure.

Responsibilities

• Prepare and analyze fiduciary income tax returns for trusts and estates.
• Manage a book of business and supervise tax return preparation.

Skills

Communication

Time Management

Leadership

Education

Bachelor's or Master's degree

Tools

Thomson Reuters OneSource Trust Tax

Job description

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

Join our team at KPMG US as a Tax Senior Associate in Estate and Administrative Trust. This role offers a remote working option and is ideal for professionals with experience in trust and estate tax preparation.

About KPMG

At KPMG, you become part of a dynamic, collaborative culture that empowers your success. Work with a broad network of specialists, utilize innovative technologies like Ignition Centers and Thomson Reuters OneSource Trust Tax platform, and develop your career through diverse engagements and mentorship. We prioritize investing in our culture to support our people and future.

Responsibilities

1. Prepare, review, and analyze fiduciary income tax returns for trusts and estates, including Form 1041, Form 706, Form 706-GS(T), Form 8971, and Form 1040 for decedents.
2. Manage a book of business and supervise tax return preparation by associates.
3. Utilize advanced platforms and technologies for client service delivery.
4. Proactively communicate with management about potential issues and contribute to team knowledge growth.
5. Respond to IRS and other tax authority inquiries.
6. Stay updated on tax technical developments and data maintenance.

Qualifications

• Minimum three years of public accounting experience with trusts and estates tax returns.
• 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.

Additional Information

KPMG offers a comprehensive benefits package, including medical, dental, vision, disability, life insurance, 401(k), and well-being benefits. Salary ranges are compliant with local regulations and vary by location. We are an equal opportunity employer committed to diversity and inclusion.

Employment Details

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