Associate Director, Tax

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today’s most important industries. Our growth is driven by delivering real results for our clients and enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence, and supports our communities.

About the role

KPMG is currently seeking an Associate Director, Tax to join our Partner Tax team. This role is accountable for individual income tax compliance, tax counseling, tax projections, tax notices, and other financial-related support for the partners of the firm.

Responsibilities

• Review work papers, tax returns, and related work products prepared by staff members for accuracy and conformity with tax law and documentation standards.
• Conduct thorough research on complex tax issues to ensure compliance for partners of the firm.
• Communicate complex tax concepts clearly and effectively to partners of the firm, both verbally and in writing.
• Manage client population with minimum supervision, while actively maintaining multiple touchpoints and conversations with clients throughout the year in addition to managing one or more projects.
• Collaborate effectively with team members on various projects while also demonstrating the ability to work independently to meet deadlines and achieve objectives.
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment.

Qualifications

• Minimum eight years of recent progressive experience reviewing federal and state individual tax returns for clients; preferably within a professional services environment.
• Bachelor’s degree from an accredited college or university in Business, Finance, or Accounting is required; Licensed CPA or Enrolled Agent required.
• Proficient with web-based document storage, income tax software, and Microsoft applications including Teams, Word, Excel, and Outlook.
• Strong written and verbal communication skills, solid research skills.
• Excellent client management skills with the ability to gain the confidence of the client and communicate complex tax matters in a manner clients can understand.
• Flexibility to work extended hours and weekends during peak tax periods.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Benefits

KPMG offers a comprehensive, competitive benefits package, including:

• A variety of medical and dental plans, vision coverage, disability and life insurance.
• 401(k) plans.
• A robust suite of personal well-being benefits to support mental health.
• Personal Time Off per fiscal year, depending on job classification, standard work hours, and years of service.
• Two annual breaks where employees will not be required to use Personal Time Off: one at year-end and another around the July 4th holiday.

Pay

California Salary Range: $129,200 – $297,850. Salary is determined based on relevant factors such as applicant’s skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations.