Director, Tax Research and Planning

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. It’s also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities.

Responsibilities

• Lead and oversee tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s, providing strategic direction to Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns
• Proactively monitor federal and state legislative developments; drive the development of models to assess the potential impact of proposed tax changes and identify strategic tax-savings opportunities for the firm and its partners
• Independently collaborate with firm experts and Partner-In-Charge of Firm Taxes to resolve various federal and state issues to ensure compliance with all tax regulations and deadlines and ensure document tax research positions
• Lead internal training sessions and develop content to effectively communicate tax technical positions to members of cross-functional groups within Firm Taxes
• Cultivate a high-performing culture by actively mentoring tax professionals and fostering deep expertise in partnership and individual taxation
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications

• Minimum ten years of recent federal and state individual tax experience with in-depth knowledge of partnership federal and state schedule K-1s
• Master’s degree from an accredited college or university in tax or accounting is preferred; minimum of a Bachelor’s degree from an accredited college or university in accounting or finance is required; Enrolled Agent or CPA preferred
• Proficient in tax research software such as Westlaw, Bloomberg, and CCH
• Computer proficiencies in Microsoft Excel, Microsoft PowerPoint, and Word required; Microsoft Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts and analysis to support tax planning opportunities
• High net worth individual tax experience preferred
• Detailed-oriented and collaborative-minded professional with a proactive approach to problem-solving
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Benefits

• Comprehensive medical and dental plans, vision coverage, 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 will not be required to use Personal Time Off: one at year end and one around the July 4th holiday

Pay

KPMG complies with all local/state regulations regarding displaying salary ranges. Offered salary is 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.