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

KPMG US; Sacramento (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading tax firm is seeking a Tax Senior Associate specializing in Estate & Administrative Trust. This remote role involves preparing tax returns, managing client accounts, and leading a team of tax preparers. Ideal candidates have strong public accounting experience and communication skills, with a focus on trusts and estates. Join a collaborative team committed to professional development and innovative solutions.

Qualifications

• Minimum three years of recent public accounting experience.
• Must have or be pursuing CPA or EA license.

Responsibilities

• Prepare and review fiduciary income tax returns.
• Manage a book of business and supervise tax return preparation.
• Communicate with management regarding potential issues.

Skills

Communication

Time Management

Leadership

Education

Bachelor's degree

Master's degree

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; enjoy access to 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 a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.

Responsibilities:

1. Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent and Form 1040 for decedents.
2. Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers.
3. Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery.
4. Communicate proactively with management regarding potential issues, contributing to the resolution before escalation and aiding in the enhancement of the team's tax technical acumen.
5. Respond to inquiries from the IRS and other taxing authorities.
6. Keep up to date on tax technical developments and data maintenance for all accounts.

Qualifications:

1. Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates.
2. Bachelor's and/or Master's degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred.
3. Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred.
4. Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates.
5. Excellent communication, time management, and leadership skills; must be a flexible and adaptable team player and resourceful in delivering high quality work with the ability to independently manage assigned account load.
6. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

This description has been refined to improve clarity and formatting, focusing on the essential responsibilities and qualifications for the role.