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

KPMG US; Orlando (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Tax Senior Associate to join their dynamic team. This role offers the opportunity to work remotely while preparing and analyzing fiduciary income tax returns for trusts and estates. You will manage a book of business, supervise tax return preparation, and utilize advanced tax platforms to deliver exceptional client service. The firm values collaboration and invests in its people, offering formal training and mentoring to help you excel in your career. Join a diverse team dedicated to helping clients navigate complex tax challenges and seize business opportunities.

Qualifications

• 3+ years of public accounting experience with income tax returns for trusts and estates.
• Pursuing CPA or EA licensure with educational requirements planned for completion.

Responsibilities

• Prepare and analyze fiduciary income tax returns for estates and trusts.
• Manage tax return preparation by Associate tax preparers.

Skills

Fiduciary Income Tax Returns Preparation

Communication Skills

Time Management

Leadership Skills

Adaptability

Education

Bachelor's Degree in Accounting

Master's Degree in Finance

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

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists and access our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe investing in our culture is an investment in our people, our future, and our values.

Responsibilities:

1. 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.
2. Manage a book of business and supervise tax return preparation by Associate tax preparers.
3. Utilize Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery.
4. Communicate proactively with management regarding potential issues, contributing to resolution and enhancing team tax technical knowledge.
5. Respond to inquiries from IRS and other taxing authorities.
6. Stay updated on tax technical developments and data maintenance for all accounts.

Qualifications:

1. Minimum three years of recent public accounting experience working with income tax returns for trusts and estates.
2. Bachelor's or Master's degree in relevant fields such as accounting, finance, taxation, or related disciplines; accounting and taxation preferred.
3. Must have or be pursuing state-specific CPA or EA licensure, with a plan to complete educational requirements prior to or shortly after starting.
4. Experience with Thomson Reuters OneSource Trust Tax platform and knowledge of the Internal Revenue Code related to trusts and estates.
5. Excellent communication, time management, and leadership skills; adaptable team player capable of managing an assigned account load independently.
6. Authorized to work in the U.S. without visa sponsorship.