Responsibilities- Serve as a trusted advisor to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory services
- Lead and oversee complex individual, gift, estate, trust, partnership, and business tax engagements, including matters involving family-owned operating businesses, investment structures, and multi-generational wealth planning
- Build, manage, and expand relationships with clients, acting as a primary point of contact while delivering exceptional client service and identifying opportunities to provide additional value
- Direct multiple engagement teams, providing technical leadership, engagement oversight, quality control, and mentorship to tax professionals across the practice
- Manage engagement economics, including project planning, staffing, budgets, billing, collections, risk management, and overall financial performance
- Drive the growth of the family enterprise practice through business development, thought leadership, process improvement initiatives, market-facing activities, and collaboration across KPMG private, asset management, and other specialty tax groups
- Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications- Minimum eight years of recent tax experience serving family enterprises, family offices, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm
- Bachelor's degree from an accredited college/university required; 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
- Deep technical knowledge of individual income tax, trust taxation, estate and gift taxation, family office tax matters, and wealth transfer planning strategies
- Significant experience with partnership taxation, pass-through entities, operating partnerships, partnership allocations, and closely held business structures
- Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
- Proven success leading multiple client engagements, managing large teams, mentoring professionals, and developing long-term client relationships
- Strong business development, advisory, communication, and leadership skills with the ability to articulate complex tax matters and drive practice growth
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=M310U_2_26
