Tax Senior Associate, High Net Worth Individuals

KPMG

$80K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum three years of individual tax experience in accounting, corporate, or law firm setting.
  • Bachelor's degree or J.D., LL.M. in taxation, or Master's in Taxation (MST) from an accredited institution.
  • Experience with individual, estate, gift, trusts, foundations, and partnership taxation.
  • Strong advisory and compliance capabilities.
  • Exceptional verbal and written communication skills with ability to simplify complex concepts.
  • Proven ability to manage multiple engagements and client service teams.

Responsibilities

  • Provide tax compliance and advisory services for high net worth clients.
  • Collaborate as part of a multi-disciplinary team to deliver industry expertise.
  • Develop and nurture client relationships.
  • Lead and manage teams of tax professionals for high net worth tax services.
  • Engage in external market and business development activities.
  • Support partnership and corporate tax compliance teams during slower periods.

Benefits

  • Comprehensive medical and dental plans, including vision coverage.
  • Disability and life insurance options.
  • 401(k) plans for retirement savings.
  • Robust personal well-being benefits for mental health support.
  • Personal Time Off (PTO) based on job classification and tenure.
  • Scheduled holiday breaks that do not require PTO use.
Full Job Description
Responsibilities:
  • Provide individual tax compliance and advisory services for our high net worth business clients
  • Work as part of a multi-disciplinary team to provide industry knowledge and experience to our clients and their owners
  • Build and manage relationships with our clients
  • Build and manage teams of tax professionals focused on delivering tax services to our high net worth business clients
  • Participate in and contribute to market and business activities external to the firm
  • Assist teams focused on partnership and corporate tax compliance in slower periods

Qualifications:
  • A minimum of three years of individual tax experience in an accounting firm, corporation, and/or law firm
  • Bachelor's degree, J.D., LL.M. in taxation, and/or Master's in Taxation (MST) from an accredited college/university
  • Experience with individual, estate and gift, trusts and foundations, and partnership taxation
  • Excellent advisory and compliance skills
  • Excellent verbal and written communications skills and the ability to articulate complex information
  • Ability to handle multiple 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_4_25

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