M&A Associate - Project Management

KPMG

$80K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • One year of experience in project management, business development, or account management.
  • Bachelor's degree from an accredited college or university.
  • Proficient in Microsoft Office Suite and familiar with CRM software, preferably Salesforce.
  • Experience managing client relationships and onboarding processes.
  • Ability to meet objectives in fast-paced environments with tight deadlines.
  • Strong organizational and communication skills, able to work with various stakeholders.

Responsibilities

  • Act as central operational hub for M&A Tax initiatives, focusing on GenAI tools.
  • Manage execution of go-to-market strategy, identifying and qualifying potential clients.
  • Oversee entire client onboarding process, ensuring seamless experience from approval to implementation.
  • Monitor client progress through a master tracking system, reporting on key performance indicators.
  • Maintain client relationships with follow-ups and feedback requests to enhance satisfaction.
  • Collaborate with internal teams to ensure successful commercialization of M&A Tax technology.
  • Uphold KPMG's integrity and professionalism in all interactions.

Benefits

  • Comprehensive medical and dental plans.
  • Vision coverage and life insurance options.
  • 401(k) plans for retirement savings.
  • Personal well-being benefits for mental health support.
  • Generous paid time off and holiday observances.
Full Job Description
KPMG is currently seeking a M&A Associate - Project Management to join our Mergers & Acquisitions practice.

Responsibilities:
  • Serve as the central operational hub for Mergers & Acquisitions (M&A) Tax go-to-market initiatives, with a primary focus on the successful scaling of the GenAI Research Assistant for Navigating Tax (GRANT) tool and other GenAI tools developed by the M&A Tax practice
  • Manage the execution of go-to-market strategy, including identifying and qualifying potential clients, coordinating demonstrations, and managing a high-volume client opportunity pipeline
  • Act as the primary project manager for the entire client onboarding process, from initial approval and contracting to final implementation, ensuring a seamless client experience
  • Maintain a master tracking system to monitor client progress and provide leadership with visibility on key performance indicators for technology adoption
  • Manage client relationships and communications, including follow-ups, regular check-ins, and feedback requests to drive client satisfaction and program improvement
  • Collaborate with internal stakeholders, including Lead Tax Partners and support teams, to ensure the efficient and successful commercialization of M&A Tax technology
  • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment


Qualifications:
  • Minimum one year of recent experience in a role focused on project management, business development, or account management
  • Bachelor's degree from an accredited college or university
  • Proficiency with Microsoft Office Suite applications (including Word, Excel, PowerPoint) and experience with CRM or pipeline management software (for example, Salesforce) is highly desired
  • Proven experience managing client relationships, including onboarding, and supporting a portfolio of accounts or a pipeline of opportunities
  • Demonstrated ability to execute and successfully achieve objectives in a dynamic, fast-paced environment with aggressive timelines
  • Excellent organizational, communication, and client-facing skills with the ability to work effectively with team members, project sponsors, and senior management

KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work .

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M305B_6_26

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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