Manager/Senior Manager, Alternative Investments

KPMG

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of corporate tax experience in financial services supporting alternative investments
  • Bachelor's degree from an accredited college/university, CPA/JD/LLM or EA credentials required
  • Expertise in tax for corporations, consolidated entities, and partnerships
  • Strong verbal and written communication skills for complex financial information articulation
  • 8+ years for Senior Manager role with experience in leading multiple client engagements
  • Solid understanding of reviewing 1120 RIC, 1065 returns, including Schedule K-1
  • Previous public accounting firm experience preferred.

Responsibilities

  • Manage a diverse portfolio of clients as the primary contact for all stakeholders
  • Lead teams of tax professionals on client projects
  • Analyze GAAP rules impacting taxpayer obligations
  • Oversee risk management and financial performance of client engagements
  • Provide high-quality tax service and strategic advice to clients
  • Evaluate tax impacts and develop supporting arguments for client plans
  • Contribute to external business activities while managing team responsibilities for Senior Manager role
  • Coach and mentor junior tax professionals in the team.

Benefits

  • Comprehensive medical and dental plans
  • Vision coverage and disability/life insurance options
  • 401(k) retirement plans
  • Personal well-being benefits for mental health support
  • Generous Personal Time Off policy with annual holidays
  • Structured break periods during the year without using PTO.
Full Job Description
Responsibilities:
  • Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients
  • Direct teams of tax professionals/assistants working on client projects
  • Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer
  • Help manage risk and financial performance of engagements including billing, collections, and the budget for projects
  • Advise clients and be responsible for delivering high quality tax service and advice
  • Work to assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients

Additional Responsibilities for Senior Manager:
  • Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial responsibility for a team
  • Act as a coach and mentor to other tax professionals

Qualifications:
  • Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm
  • Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, 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
  • Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities
  • Excellent verbal and written communication skills with the ability to articulate complex financial information

Additional Qualifications for Senior Manager:
  • Minimum eight years of recent experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnership and/or mutual fund tax experience)
  • Solid skills in reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams


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=M310M_3_26

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