Senior Associate, Business Tax Services - Private Clients

At KPMG, you can become an integral part of a dynamic team at one of the world’s top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG’s extensive network of specialists; access our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. 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

• Provide tax compliance and advisory services to owners and senior executives of KPMG’s private client base which focuses on ultra-high net worth individual, trust and estate clients
• 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 and act as the point of contact for internal and external clients
• Manage teams of tax professionals and assistants working on client projects
• Advise clients and be responsible for delivering high quality tax service and advice
• Participate in and contribute to market and business activities external to the firm

Requirements

• Minimum two years of ultra-high net worth individual and/or trust and estate tax experience in an accounting firm and/or law firm
• Bachelor’s degree, J.D., LL.M. in taxation and/or Master’s in Taxation (MST) from an accredited college/university
• Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus
• Experience managing 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
• Paid holidays and two annual breaks (year-end and around July 4th) where Personal Time Off is not required