Associate, Business Tax Services - Private Clients

At KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG’s extensive network of specialists; access our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

About the role

KPMG is currently seeking an Associate to join our Business Tax Services practice, focusing on ultra-high net worth individual, trust, and estate clients.

Responsibilities

• Provide tax compliance and advisory services to owners and senior executives of KPMG’s private client base
• Prepare complex individual income, gift, trust, and estate tax returns for ultra-high-net-worth individuals and Family Offices
• Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
• Manage teams of tax professionals and assistants working on client projects
• Advise clients and be responsible for delivering high-quality tax service and advice
• Participate in and contribute to market and business activities external to the firm

Requirements

• Minimum one year of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm is preferred
• Bachelor’s degree, J.D., LL.M. in taxation, and/or Master’s in Taxation (MST) from an accredited college/university
• Knowledge of individual income tax, gift tax, estate tax, and trust taxation; multi-generational estate planning experience is a plus
• Experience working on multiple client engagements and client service teams
• Excellent advisory, compliance, verbal, and written communication skills with the ability to articulate complex information

Benefits

• Comprehensive medical, dental, and vision plans
• Disability and life insurance
• 401(k) plans
• Robust suite of personal well-being benefits to support mental health
• Personal Time Off per fiscal year, based on job classification, standard work hours, and years of service
• Two annual breaks where employees are not required to use Personal Time Off: one at year-end and one around the July 4th holiday
• Paid holidays as published annually

Salary ranges are displayed in compliance with local/state regulations and are determined based on relevant factors such as applicant’s skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. For city-specific salary ranges outside of California, visit KPMG’s pay transparency page.