Mutual Fund Tax RIC- Manager, NYFS
KPMG US · Short Hills, NJ · 2 mo ago
HybridAccountingFull-time
Responsibilities
- Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps
- Prepare income and capital estimates of RIC distributions
- Assess work papers and other documents to support client deliverables
- Delivery of high-quality tax consulting services to KPMG clients
- Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients to manage expectations and help ensure client satisfaction
- Lead and mentor staff level team members
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and fund accounting reports and spreadsheets
- Minimum four years of recent experience of Mutual Fund Tax
- Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
- Advanced understanding of regulated investment company taxation
- Strong client service skills, team attitude and attention to detail
- Deep understanding of financial statements and
Qualifications
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A
Qualifications
Skills
N/A
Benefits
KPMG offers a comprehensive compensation and benefits package.
Pay
KPMG offers a comprehensive compensation and benefits package.
Schedule
N/A