Senior Associate, Trust Tax

About the role

KPMG is seeking a Senior Associate, Trust Tax to join their Tax practice. This role involves preparing and reviewing fiduciary, charitable, and information reporting returns, using tax preparation software, analyzing and managing a book of business, and interacting with clients and tax authorities.

Responsibilities

• Prepare and/or review fiduciary, charitable and information reporting returns
• Use tax preparation software - Thomson Reuters ONESOURCE Trust Tax platform
• Analyze, prepare, and review tax workpapers and returns, estimated payments and extensions
• Respond to inquiries from the IRS and other taxing authorities; stay updated on tax technical developments
• Manage a book of business and/or supervise the production of tax return preparation by associate tax preparers
• Notify senior practice management of any issues or problems before they become critical items and assist with driving the growth of tax technical knowledge for the team

Requirements

• Minimum three years of recent trust tax preparation experience and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates
• Bachelor's degree and/or Master's degree from an accredited college or university in business, finance, technology, or data analytics; accounting and taxation is preferred
• Must be eligible to sit for the CPA or EA or already obtained either
• Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook
• Must be a team player and resourceful in delivering high quality work with the ability to independently manage assigned account load; able to interact with team members, remote or in-person

Qualifications

• Minimum three years of recent trust tax preparation experience and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates
• Bachelor's degree and/or Master's degree from an accredited college or university in business, finance, technology, or data analytics; accounting and taxation is preferred
• Must be eligible to sit for the CPA or EA or already obtained either
• Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook
• Must be a team player and resourceful in delivering high quality work with the ability to independently manage assigned account load; able to interact with team members, remote or in-person

Skills

• Intermediate knowledge of the Internal Revenue Code as it relates to trusts and estates
• Quality service mindset
• Strong technical aptitude
• Critical thinking skills
• Ability to navigate Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook

Benefits

• Comprehensive compensation and benefits package
• Equity in the firm
• Professional development opportunities
• Flexible work arrangements

Pay

• Competitive salary based on experience and qualifications

Schedule

• Full-time

Los Angeles County Applicants Only

Material job duties for this position include:

• Preparing and reviewing fiduciary, charitable, and information reporting returns
• Using tax preparation software - Thomson Reuters ONESOURCE Trust Tax platform
• Analyzing, preparing, and reviewing tax workpapers and returns, estimated payments and extensions
• Responding to inquiries from the IRS and other taxing authorities; staying updated on tax technical developments
• Managing a book of business and/or supervising the production of tax return preparation by associate tax preparers
• Notifying senior practice management of any issues or problems before they become critical items and assisting with driving the growth of tax technical knowledge for the team

Equal Opportunity Employer

KPMG is an equal opportunity employer. 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. No phone calls or agencies please.