Senior Associate, Family Office Tax Practice

KPMG

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

Qualifications

  • Minimum of three years in high net worth, flow-through entities, or family office tax consulting
  • Bachelor's degree and CPA or J.D./LL.M. certification
  • Experience with individual, estate, gift, trusts, and partnership taxation
  • Strong verbal and written communication skills
  • Ability to manage multiple client engagements effectively

Responsibilities

  • Provide comprehensive tax compliance and consulting services for family office structures
  • Review individual, fiduciary, partnership, and closely-held corporation tax documentation
  • Research tax planning strategies to optimize client wealth
  • Mentor and supervise junior staff members
  • Engage in eminence-building activities for marketplace presence
  • Enhance the knowledge base of Family Office and Private Client Services taxation

Benefits

  • Access to diverse medical and dental plans
  • Vision coverage
  • Disability and life insurance options
  • 401(k) retirement plans
  • Robust personal well-being benefits for mental health support
  • Generous Personal Time Off and holiday breaks throughout the year
Full Job Description
KPMG is currently seeking a Tax Senior Associate to join our Family Office Tax practice. Responsibilities: - Provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families - Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns - Research tax planning opportunities to retain and/or grow wealth to help clients make informed strategic decisions based on their personal objectives - Train, mentor, and supervise new and experienced-level staff - Participate in and contribute to marketplace eminence building activities - Contribute to the growth, experience and institutional knowledge of the Family Office and Private Client Services tax practice Qualifications: - Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization, and/or law firm - Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M. - Experience with individual, estate and gift, trusts and foundations, and partnership taxation - Excellent verbal and written communications skills and the ability to articulate complex information - Ability to handle multiple engagements and client service teams 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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