Tax Specialist, Asset Management

KPMG

$80K — $106K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Post-secondary education in accounting, business, finance, or related field
  • Minimum one year of experience in tax or asset management
  • Experience with financial data analysis and validation
  • Proficient in Microsoft Excel with financial functions
  • Exposure to corporate tax or financial services is a plus
  • Strong analytical skills and attention to detail
  • Excellent communication skills, both written and verbal

Responsibilities

  • Analyze and validate financial data for client tax reporting
  • Prepare client deliverables related to asset management tax
  • Collaborate with team members to assess client needs
  • Support tax solution delivery through data analysis
  • Work with tax professionals across different levels
  • Apply analytical skills to resolve compliance challenges
  • Contribute to a quality-focused, team-oriented environment

Benefits

  • 3 weeks of vacation annually
  • Flexible time off and wellness support
  • Comprehensive health benefits
  • Opportunities for professional development
Full Job Description
Overview

Job Title: Tax Specialist, Asset Management

Position: Full-time, Permanent

Office Location: 333 Bay Street, Bay Adelaide Centre, Toronto, Ontario M5H 2S5

What you will do

Responsibilities:

  • Analyze, organize, and validate financial data to support client tax reporting using proprietary tax processing software
  • Prepare and support client deliverables related to Asset Management tax and compliance requirements
  • Collaborate with senior team members to understand client needs and engagement objectives
  • Support the delivery of Asset Management tax solutions through accurate data analysis and reporting
  • Work closely with tax professionals across levels as part of integrated engagement teams
  • Apply technical and analytical skills to solve reporting and compliance challenges
  • Contribute to a team-based environment focused on quality, learning, and continuous improvement

What you bring to the role

Qualifications:

  • Post-secondary education in accounting, business, finance, commerce, business data management, or a related field
  • A minimum of one year of experience in tax, accounting, asset management, fund accounting, financial reporting, audit support, financial data analysis, or a combination of these areas
  • Experience analyzing, organizing, reconciling, or validating financial data to support tax, accounting, reporting, or compliance deliverables
  • Experience using Microsoft Excel to work with financial data, including formulas, pivot tables, reconciliations, or similar reporting tools
  • Exposure to tax compliance, corporate tax, financial services, investment funds, or asset management would be considered an asset
  • Demonstrated interest in building a long-term career in Tax
  • Strong analytical skills with the ability to work accurately with financial data
  • Clear written and verbal communication skills
  • Fluency in English is required
  • Ability to manage multiple priorities and meet deadlines
  • High attention to detail with strong interpersonal and problem-solving skills


KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $80,613 to $106,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards and benefits program.

In addition, KPMG offers a comprehensive and competitive Total Rewards program including:

  • 3 weeks of vacation annually
  • Flexible time off and wellness support
  • Market-leading health and financial benefits
  • Opportunities for professional development and career progression


For more information or for general recruitment-related inquiries, please contact the HR Delivery Centre at [email protected] or 1-888-466-4778.

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