Senior Manager, Business Tax Services - Asset Management

KPMG

$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum eight years of recent tax experience in public accounting, corporate, or asset management focusing on alternative investments.
  • Bachelor's degree in accounting; licensed CPA, EA, or JD/LLM required with a time allowance for new hires to obtain credentials.
  • Experience in investment partnerships or mutual fund tax.
  • Proficient in the taxation of corporations and partnerships, including handling 1120 RIC and 1065 tax returns.
  • Strong communication skills to simplify complex financial concepts.
  • Experience managing multiple client teams and engagements.

Responsibilities

  • Build and manage high-level client relationships across a large portfolio.
  • Advise senior clients on tactical tax issues while overseeing service delivery and project teams.
  • Manage financial aspects of engagements, including billing and project budgeting.
  • Assess tax impacts and formulate strategic recommendations for clients.
  • Contribute to external market and business initiatives while providing team leadership.
  • Coach and mentor other tax professionals within the firm.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • Disability and life insurance options.
  • 401(k) retirement plans.
  • Robust personal well-being benefits for mental health support.
  • Generous Personal Time Off and holiday observances.
  • Structured breaks during the year without the use of Personal Time Off.
Full Job Description
KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities: • Build and manage client relationships while managing a portfolio of large clients and act as a first point of contact for internal and external clients • Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects • Handle risk and financial performance of engagement, including billing, collections, and budget for assigned projects • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients • Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team • Act as a coach and mentor to other tax professionals Qualifications: • Minimum eight years of recent tax experience in a public accounting firm, corporation or asset management firm supporting alternative investments • Bachelor's degree in accounting from an accredited college/university; licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list • Alternative investments (investment partnership and/or mutual fund tax) experience • Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1 • Strong verbal and written communication skills, with the ability to articulate complex financial information • Experience managing multiple client 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_2_25 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. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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