Associate Director, Tax

About the role

KPMG is seeking an Associate Director, Tax to join our Partner Tax team. This role provides individual income tax compliance, tax counseling, tax projections, tax notice resolution, and other financial support for the firm’s partners.

Responsibilities

• Accountable for the individual income tax compliance, tax counseling, tax projections, tax notices, and other financial-related support for the partners of the firm
• 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 the client 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, based 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 one around the July 4th holiday

Pay

California Salary Range: $129,200 - $297,850