Associate, Trust Tax

About the role

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.

Responsibilities

• Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040 and 1099
• Analyze trust accounting data, trust documents, Schedules K-1, Forms 1099 and other relevant information to determine appropriate tax treatment of income and deductions
• Communicate with clients to gather necessary information and address tax-related questions and concerns
• Collaborate with senior tax professionals to ensure compliance with federal and state tax laws and regulations
• Respond to tax notices from the Internal Revenue Service (IRS) and state taxing authorities
• Identify process improvement and automation opportunities and work with cross-functional teams to develop and deploy solutions across the practice
• Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more

Requirements

• Minimum three months of recent experience in public accounting, tax and/or finance
• Bachelor's or Master's degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred
• Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; A short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred

Qualifications

• Strong analytical skills and attention to detail with the ability to work independently and as part of a team in a fast-paced, deadline-driven environment
• Proficiency in tax software (CCH Axcess, ONESOURCE Trust Tax) preferred
• Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate MS Office applications, including Excel, PowerPoint, Word and Outlook
• Excellent communication, time management and leadership skills; flexible and adaptable team player; and resourceful in delivering high quality work

Skills

• Ability to adhere to company policies
• Exercise sound judgment
• Effectively manage stress
• Work safely and respectfully with others
• Exhibit trustworthiness
• Safeguard business operations and company reputation

Benefits

KPMG offers a comprehensive compensation and benefits package.

Pay

N/A

Schedule

N/A

Benefits

N/A

Pay

KPMG offers a comprehensive compensation and benefits package.

Application Instructions

No phone calls or agencies please.

Equal Opportunity Employer

KPMG is an equal opportunity employer.

Compliance Information

KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws.

Criminal History Consideration

Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.