Jobs · Accounting · Illinois

Senior Associate, Family Office Tax Practice

KPMG US · Chicago, IL · 9 mo ago
HybridAccountingFull-time

Responsibilities

  • Provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families
  • Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns
  • Research tax planning opportunities to retain and/or grow wealth to help clients make informed strategic decisions based on their personal objectives
  • Train, mentor, and supervise new and experienced-level staff
  • Participate in and contribute to marketplace eminence building activities
  • Contribute to the growth, experience and institutional knowledge of the Family Office and Private Client Services tax practice

Qualifications

  • Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization, and/or law firm
  • Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M.
  • Experience with individual, estate and gift, trusts and foundations, and partnership taxation
  • Excellent verbal and written communications skills and the ability to articulate complex information
  • Ability to handle multiple engagements and client service teams

Pay

KPMG offers a comprehensive compensation and benefits package.

Schedule

No specific schedule is mentioned in the posting.

Benefits

No specific benefits are mentioned in the posting.

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