Senior Manager, Mutual Fund Tax

KPMG

• $120K — $145K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum eight years of recent experience in mutual fund tax
  • Bachelor's degree in Accounting; licensed CPA, EA, or JD/LLM required
  • Prior experience in mutual fund and/or investment partnership
  • Proficient in taxation of corporations and partnerships, including review of 1120 RIC and 1065 tax returns
  • Strong verbal and written communication skills for complex financial information
  • Experience managing multiple client engagements and service teams

Responsibilities

  • Build and manage relationships with large clients as the primary contact
  • Advise senior-level clients on tactical tax issues and oversee service delivery
  • Assess tax impacts and prepare recommendations for clients
  • Oversee engagement risk, financial performance, billing, and budgets
  • Contribute to market activities and provide direction to a team
  • Coach and mentor junior tax professionals

Benefits

  • Comprehensive medical and dental plans
  • Vision coverage and disability/life insurance
  • 401(k) plans
  • Personal well-being benefits for mental health support
  • Personal Time Off and holiday breaks
  • Flexible work-life balance options through breaks and holidays
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 acting 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 • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients • Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects • 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 experience in mutual fund tax • 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 • Prior experience in Mutual Fund and/or investment partnership • Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 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=M309U_2_26

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