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

KPMG US; Nashville (TN); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading tax firm is seeking a Tax Senior Associate specializing in Estate and Administrative Trust. This remote role involves preparing fiduciary income tax returns, managing associates, and utilizing advanced tax platforms. Join a dynamic team dedicated to innovative tax solutions and client service excellence.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Well-being benefits

Qualifications

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

Responsibilities

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

Skills

Communication

Time Management

Leadership

Education

Bachelor’s or Master’s degree in relevant fields

Tools

Thomson Reuters OneSource Trust Tax

Job description

Join to apply for the Tax Senior Associate: Estate & Administrative Trust (ONESOURCE) - Remote Option role at KPMG US

Overview

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. We foster a collaborative, innovative culture that empowers your success. Work with our extensive network of specialists and utilize cutting-edge technologies like Ignition Centers to create innovative tax solutions. Join a diverse team helping high-profile clients navigate complex business opportunities and challenges. Develop your career through multifaceted engagements, training, and mentoring. We invest in our culture because it’s an investment in our people, our future, and our values.

Position Summary

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

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 Thomson Reuters OneSource Trust Tax platform and other technologies for client service.
4. Proactively communicate with management about potential issues and contribute to team’s tax technical knowledge.
5. Respond to inquiries from IRS and other authorities.
6. Stay updated on tax developments and data maintenance for accounts.

Qualifications

1. Minimum three years of experience with income tax returns for trusts and estates, preferably in public accounting.
2. Bachelor’s or Master’s degree in relevant fields; accounting and taxation preferred.
3. Must have or be pursuing CPA or EA licensure, with a plan to complete requirements.
4. Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
5. Strong communication, time management, and leadership skills; able to work independently and manage accounts.
6. Authorized to work in the U.S. without visa sponsorship.

Additional Information

Salary ranges vary by location, with detailed information available on our website. KPMG offers a comprehensive benefits package including health, dental, vision, 401(k), and well-being benefits. We are an equal opportunity employer and comply with all laws regarding recruitment and employment.