Senior Associate, Tax - Asset Management Technology (DAC)

KPMG

$81K — $164K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Two or more years in IT project management or tax, preferably in a professional services environment
  • Bachelor's degree from an accredited institution
  • Certification in Alteryx with experience in analytics applications
  • Strong tax knowledge related to partnerships, mutual funds, or securities; experience in related industries is a plus
  • Basic knowledge of tax operations and technology in enhancing service delivery; Python skills preferred
  • Expertise in creating data solutions to meet tax requirements with strong communication and teamwork abilities

Responsibilities

  • Develop and implement innovative solutions with the DAC Solutions Team for client training and onboarding
  • Effectively manage project timelines, ensuring all milestones are achieved according to business needs
  • Collaborate with Tax Engagement teams and offshore developers to design automation for tax compliance
  • Produce comprehensive documentation and reporting materials for tax deliverables
  • Optimize data transformation processes with Alteryx to enhance compliance efficiency
  • Train team members and stakeholders for successful adoption of tax technology solutions

Benefits

  • Comprehensive medical and dental plans
  • Vision coverage and life insurance
  • 401(k) retirement plans
  • Personal well-being benefits to support mental health
  • Generous Personal Time Off policy
  • Holidays and scheduled breaks during the year
Full Job Description
Responsibilities:
  • Develop and implement cutting-edge solutions with the DAC Solutions Team, focusing on training and onboarding strategic clients
  • Manage project timelines effectively, ensuring all milestones and deliverables are met while adhering to business requirements throughout the project lifecycle
  • Collaborate closely with Tax Engagement teams and offshore developers to design automation solutions that enhance tax compliance processes
  • Create comprehensive documentation, presentations, charts, tables, and diagrams to support dynamic, standardized, and custom reporting packages for tax deliverables
  • Design and optimize data transformation processes using Alteryx to meet complex tax technical requirements; streamline tax compliance and reporting activities to standardize processes and enhance operational efficiency
  • Provide training and support to team members and stakeholders to ensure effective adoption of advanced tax technology solutions


Qualifications:
  • Minimum two years of recent progressive experience in Information Technology program/project management and/or tax, ideally within a professional services firm or in tax areas such as partnerships, mutual funds, or securities transactions
  • Bachelor's degree from an accredited college/university
  • Core certification in Alteryx with proven experience in building analytic apps and macros
  • Strong tax technical background with experience in partnerships, mutual funds, or securities/debt instruments; familiarity with industries such as real estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageous
  • Basic understanding of tax practice operations and the ability to leverage technology to enhance products and services, providing thought leadership and driving innovation; proficiency in basic Python is preferred
  • Demonstrated expertise in designing and implementing data processes/solutions tailored to tax technical requirements; excellent communication, problem-solving, and teamwork 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=M310B_4_26 California Salary Range: $81130 - $164565
KPMG offers a comprehensive compensation and benefits package.

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