Tax Strategy Leader - Real Estate M&A & PE

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 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.