Mutual Fund Tax RIC- Manager, NYFS

Responsibilities

• Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to): 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

Qualifications

• 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

Pay

KPMG offers a comprehensive compensation and benefits package.

Schedule

KPMG is an equal opportunity employer.

Benefits

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.

Application Instructions

No phone calls or agencies please.

Equal Opportunity Employer

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.