Senior Associate, Family Office Tax Practice
KPMG US · Chicago, IL · 5 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.