Experienced Associate, Business Tax Services - Private Clients

About the role

Join KPMG’s Business Tax Services practice as an Associate, where you will become an integral part of a dynamic team at one of the world’s top tax firms. Work in a collaborative, future-forward culture that empowers your success, with access to KPMG’s extensive network of specialists and Ignition Centers—where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Help high-profile clients understand, analyze, and respond to complex business opportunities and challenges while developing your career through multifaceted engagements, formal training, and informal mentoring.

Responsibilities

• Provide tax compliance and advisory services to owners and senior executives of KPMG’s private client base, focusing on ultra-high-net-worth individuals, trusts, and estates.
• 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, acting as the point of contact for internal and external clients.
• Manage teams of tax professionals and assistants working on client projects.
• Advise clients and deliver 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 (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 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 are not required to use Personal Time Off: one at year-end and one around the July 4th holiday.
• Paid holidays as published in the annual holiday calendar.

Pay

KPMG complies with all local and state regulations regarding salary transparency. The salary range for this role is determined based on factors such as applicant skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. Specific salary ranges for locations outside California can be found here.