Tax Senior Manager, M&A Real Estate

KPMG LLP; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

KPMG LLP in San Francisco, CA, seeks a Senior Manager/Manager to join our Business Tax Services practice. You will structure tax aspects of multinational private equity real estate investments and assist with strategic mergers, acquisitions, joint ventures, and IPOs, drafting opinions and Excel models.

Responsibilities include managing multiple engagements, leading teams, and developing client relationships while coordinating with US and international KPMG teams.

Qualifications

• Minimum five years of experience on engagements involving partnerships, mergers, and acquisitions and/or federal tax planning.
• Experience managing multiple client engagements and client service teams of various sizes.
• Proficient in the taxation of partnerships and tiered investment fund structures.
• Ability to develop and deepen client relationships and expand KPMG footprint in the markets.
• Strong research and writing skills; excellent verbal and written communication.
• Senior Manager: minimum eight years of relevant experience.

Responsibilities

• Structure the tax aspects of multinational private equity real estate investments, including mergers, acquisitions, joint ventures, dispositions, and IPOs; draft tax opinions, memos, and structure decks.
• Assess tax impact on clients of tax rules, regulations, and law changes; develop arguments and recommendations.
• Collaborate with Washington National Tax, Mergers & Acquisition Tax, and global KPMG teams.
• Review tax memoranda and opinions; prepare structuring papers and Excel models illustrating tax benefits.
• Lead engagements, supervise staff, and mentor junior professionals; ensure high-quality client service.
• Oversee engagement processes and risk management; manage teams on client projects.

Skills

Research skills

Writing skills

Client communication

Education

Bachelor's degree

CPA/EA/JD/LLM

Tools

Excel

Job description

KPMG is currently seeking a to join our Business Tax Services practice.

Responsibilities:

• Structure the tax aspects of multinational global private equity real estate investments, including with respect to strategic mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs), along with drafting tax opinions, memos, structure decks and Excel models illustrating the tax benefits of alternative structures
• Assess tax impact on clients of tax rules, regulations, and law changes, develop tax arguments to support conclusions and make recommendations to clients
• Work with other practice groups including Washington National Tax (WNT), Mergers and Acquisition Tax and member firms of KPMG throughout the world
• Review tax memoranda and tax opinions; prepare tax structuring papers, review funds flow and documentation required to implement a structure; act as the first point of contact for internal and external clients
• Ability to balance and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise, and assist with the development and training of new and experienced staff professionals, maintain professionalism, and provide excellent client service
• Oversee engagement process and other risk management activities; lead teams of tax professionals/assistants working on client projects

Additional Responsibilities for Senior Manager:

• Manage risk and financial performance of engagements, including billing, collections, and the budget for projects
• Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice

Qualifications:

• Minimum five years of recent experience working on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or accounting firm
• Bachelor's degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA) or Juris Doctor/Master of Laws (JD/LLM), in addition to others on KPMG’s approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Experience managing multiple client engagements and client service teams of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds)
• Proficient in the taxation of partnerships and tiered investment fund structures and knowledge of a broad range of domestic and international tax law provisions
• Ability to develop and deepen client relationships and expand the KPMG footprint in the local and global markets while working with both U.S. and non-U.S. KPMG teams to bring the right services to new and existing clients
• Strong research and writing skills; excellent verbal and written communication skills with the ability to articulate complex information

Additional Qualifications for Senior Manager:

• Minimum eight years of recent experience working on engagements involving partnership, mergers, and acquisitions and/or federal tax planning at a law firm or accounting firm