Responsibilities:- Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients
- Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family Offices
- Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
- Manage teams of tax professionals and assistants working on client projects
- Advise clients and be responsible for delivering high quality tax service and advice
- Participate in and contribute to market and business activities external to the firm
Qualifications:- Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
- Bachelors degree, J.D., LL.M. in taxation and/or Master?s in Taxation (MST) from an accredited college/university
- Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus
- Experience managing multiple client engagements and client service teams
- Excellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information
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=M309B_4_26
KPMG offers a comprehensive compensation and benefits package.
