Responsibilities:

• Provide tax compliance and advisory services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses while serving as a primary point of contact for clients
• Support a portfolio of clients of varying size and complexity, delivering high-quality tax advice and coordinating services across multiple engagement teams
• Review and prepare individual, trust, estate, gift, partnership, and business tax returns, including matters involving family-owned operating businesses and investment entities
• Lead and mentor associates and tax professionals, reviewing work product, providing technical guidance, and supporting professional development
• Collaborate with professionals across Asset Management, KPMG Private and other specialty tax groups to deliver integrated solutions for clients
• Participate in business development initiatives, training programs, thought leadership efforts, and market-facing activities that support the growth of the Family Enterprise practice
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications:

• Minimum three years of recent tax experience serving family offices, family enterprises, 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; progress towards obtaining a CPA or Enrolled Agent (EA) designation is preferred
• Strong technical knowledge of individual income tax, trust taxation, estate and gift taxation, and family office tax matters
• Experience with partnership taxation, pass-through entities, operating partnerships, and closely held business structures
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Proven experience managing multiple client engagements and leading client service teams
• Excellent advisory, compliance, verbal, and written communication skills with the ability to explain complex tax matters to clients and colleagues

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=M309B_4_26

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.