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

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

Job summary

A leading tax firm seeks a Tax Senior Associate for remote work, focusing on fiduciary income tax returns for trusts and estates. The role involves managing tax return preparation, client communication, and staying updated on tax developments. Join a diverse team dedicated to innovative tax solutions and career development.

Qualifications

• Minimum three years of public accounting experience with income tax returns for trusts and estates.
• Must have or be pursuing state-specific 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

Adaptability

Education

Bachelor's or Master's degree in business, accounting, finance, taxation

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.

Get AI-powered advice on this job and more exclusive features.

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. We invest in our culture because it's 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 about potential issues, contributing to resolution and enhancing the team's 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 public accounting experience working with income tax returns for trusts and estates.
2. Bachelor's or Master's degree in business, accounting, finance, taxation, or related fields; accounting and taxation preferred.
3. Must have or be pursuing state-specific CPA or EA licensure; a plan for completing educational requirements is required, with completion preferred prior to start date.
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.