Manager, Asset Managment

KPMG

$107K — $226K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of recent tax experience with pass-through entities and partnerships.
  • Bachelor's degree from an accredited institution.
  • Licensed CPA, EA, JD/LLM, or equivalent approved credential; must obtain within a year if not already held.
  • Experience managing client engagements and service teams.
  • Strong verbal and written communication skills for complex information articulation.

Responsibilities

  • Provide tax compliance and advisory services to Asset Management clients.
  • Lead multi-disciplinary teams, managing tax professionals on client projects.
  • Serve as the primary contact for a portfolio of diverse clients, enhancing client relationships.
  • Oversee risk management and financial performance of engagements, including billing and budgets.
  • Deliver high-quality tax advice and services while maintaining accountability.
  • Engage in market activities and contribute to business development efforts.

Benefits

  • Comprehensive medical and dental plans, including vision coverage.
  • Disability and life insurance options.
  • 401(k) plans with company contributions.
  • Well-being benefits to support mental health.
  • Personal Time Off and company-observed holidays with designated breaks.
Full Job Description
Responsibilities:
  • Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients
  • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects
  • Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships
  • Oversee risk and financial performance of engagements including billing, collections, and project budgets
  • Advise clients and be accountable for delivering high quality tax service and advice
  • Participate in and contribute to market and business activities external to the firm

Qualifications:
  • Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
  • Bachelor's degree from an accredited college/university
  • Licensed CPA, EA or 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
  • Prior experience with pass-through entities, partnerships and corporations
  • Experience managing multiple client engagements and client service teams
  • Excellent verbal and written communications skills with the ability to articulate complex information


KPMG LLP and its affiliates and 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=M310B_3_26 California Salary Range: $107160 - $226320
KPMG offers a comprehensive compensation and benefits package.

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