Senior Associate, SALT Asset Management

KPMG

$95K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum two years of experience in tax research and preparation of 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 pass-through entities and strong understanding of state tax concepts.
  • Strong relationship-building skills, both with clients and internally.
  • High energy with a team-oriented mindset.
  • Exceptional writing, compliance, communication, and tax research abilities.

Responsibilities

  • Engage with multi-state alternative investment firms on state and local tax compliance and planning.
  • Handle state and local tax controversies, including auditor discussions and client representation at hearings.
  • Collaborate within a multi-disciplinary team to leverage subject matter expertise.
  • Review state income tax returns thoroughly during all stages of preparation.
  • Cultivate client relationships and mentor junior staff members effectively.
  • Conduct research and draft memoranda on various tax inquiries.

Benefits

  • Comprehensive medical and dental plans.
  • Vision coverage and disability insurance.
  • Life insurance and 401(k) plans.
  • Robust personal well-being benefits for mental health support.
  • Personal Time Off aligned with service years and standard work hours.
  • Paid holidays throughout the year with additional breaks that don't consume PTO.
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 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. 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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