Senior Associate, SALT Asset Management

KPMG

$73K — $164K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • At least two years of experience in tax research and preparing state income tax returns for pass-through and corporate entities.
  • Bachelor's degree, J.D., LL.M. in Taxation, or Master's in Taxation from an accredited institution.
  • Experience with services to pass-through entities and familiarity with state tax concepts.
  • Strong relationship-building skills with internal and external stakeholders.
  • Enthusiasm for collaboration within a high-energy team setting.
  • Proficient in writing, compliance, communication, and tax research.

Responsibilities

  • Engage with multi-state alternative investment firms on state and local tax matters including compliance and planning.
  • Address tax controversies by preparing clients for auditor discussions and representing them in hearings.
  • Collaborate with a multi-disciplinary team to leverage industry-specific expertise.
  • Review state income tax returns throughout the preparation process.
  • Cultivate and manage client relationships, while mentoring and developing junior staff members.
  • Conduct research and draft technical memoranda on tax inquiries regarding income, franchise, and sales tax.

Benefits

  • Comprehensive medical and dental plans, vision coverage, and life insurance.
  • Disability insurance and a robust suite of mental health well-being benefits.
  • 401(k) plans with competitive employer matching.
  • Personal Time Off, including additional breaks around major holidays.
  • Flexible scheduling options based on job classification and years of service.
Full Job Description
KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities: - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies - Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests - Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience - Review information presented on state income tax returns before, during and after preparation - Build and manage client relationships, and supervise, mentor, and develop staff - Research and draft technical memoranda regarding income, franchise, and sales and use tax questions Qualifications: - A minimum of two years of experience performing tax research and preparing state income tax returns for pass-through and corporate entities, performing tax research, providing technical advice on multi-state tax issues - Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university - Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts - Ability to foster relationships both internally as well as with clients - Ability and desire to perform in a high-energy team environment - Excellent writing, compliance, communication, and tax research 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=M306B_4_26 California Salary Range: $73720 - $164565 KPMG offers a comprehensive compensation and benefits package. 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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