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

KPMG US; Oklahoma City (OK); 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 position involves preparing fiduciary income tax returns, managing a team, and utilizing advanced tax technologies. The role offers career development through diverse engagements and training in a collaborative culture.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

401(k)

Wellness Programs

Qualifications

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

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 success. Work with our extensive network of specialists and utilize cutting-edge technologies like Ignition Centers to deliver 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 prioritize investing in our culture, our people, and our future.

Position Overview

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

Responsibilities

• Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates, including Form 1041, Form 706, Form 706-GS(T), Form 8971, and Form 1040 for decedents.
• Manage a book of business and supervise tax return preparation by Associate tax preparers.
• Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service.
• Proactively communicate with management about potential issues and contribute to team’s technical growth.
• Respond to IRS and other tax authority inquiries.
• Stay updated on tax technical developments and data maintenance.

Qualifications

• At least 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 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 competitive benefits, including medical, dental, vision, disability, life insurance, 401(k), and wellness programs. Salary ranges vary by location; details available on our website.