Mutual Fund Tax RIC- Manager, NYFS

KPMG

$120K — $150K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum four years of recent Mutual Fund Tax experience.
  • Licensed CPA, EA, or JD/LLM from KPMG's approved credential list.
  • Advanced understanding of regulated investment company taxation.
  • Strong client service skills and attention to detail.
  • Deep knowledge of financial statements and fund accounting reports.

Responsibilities

  • Review tax provision and distribution work papers for Regulated Investment Companies.
  • Prepare estimates for RIC distributions.
  • Assess documents to support client deliverables.
  • Deliver high-quality tax consulting services to clients.
  • Manage and direct client engagements to ensure satisfaction.
  • Lead and mentor junior team members.

Benefits

  • Comprehensive medical and dental plans.
  • Vision coverage and disability insurance.
  • Life insurance and a 401(k) plan.
  • Personal Time Off and observed holidays.
  • Robust personal well-being benefits to support mental health.
Full Job Description
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: - Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps - Prepare income and capital estimates of RIC distributions - Assess work papers and other documents to support client deliverables - Delivery of high-quality tax consulting services to KPMG clients - Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients to manage expectations and help ensure client satisfaction - Lead and mentor staff level team members Qualifications: - Minimum four years of recent experience of Mutual Fund Tax - 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 - Advanced understanding of regulated investment company taxation - Strong client service skills, team attitude and attention to detail - Deep understanding of financial statements and fund accounting reports and spreadsheets 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_25 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.

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