Senior Associate, Asset Management Technology (DAC)

KPMG

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of three years in IT program/project management and/or tax, especially in professional services.
  • Bachelor's degree or equivalent work experience required.
  • Familiarity with tax compliance for mutual funds or securities transactions is advantageous.
  • Core/Advanced Alteryx certification in progress or obtained, with experience in analytic apps and proficiency in Python a plus.
  • Expertise in data processes tailored to tax requirements is essential.
  • Advanced analytical skills and excellent communication abilities are crucial.

Responsibilities

  • Develop and implement innovative solutions with the Data Team for strategic client onboarding.
  • Collaborate with Tax Engagement teams and offshore developers to create automation solutions for tax compliance.
  • Design and optimize data transformation processes using Alteryx for tax requirements.
  • Enhance operational efficiency by streamlining tax compliance and reporting activities.
  • Manage project timelines, deliverables, and ensure thorough documentation for tax reporting.
  • Train team members and stakeholders on effective use of advanced tax technology solutions.

Benefits

  • Comprehensive medical and dental plans.
  • Vision coverage and life/disability insurance.
  • 401(k) plans to support retirement savings.
  • Personal well-being benefits for mental health.
  • Flexible Personal Time Off and holiday breaks throughout the year.
Full Job Description
KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business Tax Services practice.

Responsibilities
  • Develop and implement cutting-edge solutions with the Data Team, focusing on training and onboarding strategic clients.
  • Collaborate closely with Tax Engagement teams and offshore developers to design automation solutions that enhance tax compliance processes.
  • Design and optimize data transformation processes using Alteryx to meet complex tax technical requirements.
  • Streamline tax compliance and reporting activities to standardize processes and enhance operational efficiency.
  • Manage project timelines effectively, ensuring all milestones and deliverables are met while adhering to business requirements throughout the project lifecycle. Create comprehensive documentation, presentations, charts, tables, and diagrams to support dynamic, standardized, and custom reporting packages for tax deliverables.
  • Provide training and support to team members and stakeholders to ensure effective adoption of advanced tax technology solutions.

Qualifications:
  • Minimum of three years of recent, progressive experience in IT program/project management and/or tax, ideally within a professional services firm or in tax areas such as partnerships, state and local tax, mutual funds, or securities transactions.
  • Bachelor's degree from an accredited college/university or equivalent work experience
  • Knowledge of tax compliance, especially in mutual funds, ETFs, or hedge funds, or fund accounting with an understanding of Fund Accounting systems such as InvestOne, MCH, or Geneva is a plus.
  • Having, or working on obtaining, Core/Advanced certification in Alteryx with proven experience in building analytic apps and macros, and proficiency in Python is a plus.
  • Demonstrated expertise in designing and implementing data processes/solutions tailored to tax technical requirements.
  • Possess advanced analytic skills including strategic thinking and planning, complex data analysis and excellent verbal and written skills.


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_4_26
KPMG offers a comprehensive compensation and benefits package.

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