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Jobs · Accounting · Rhode Island

Senior Associate, Trust Tax

KPMG US · Providence, RI · 4 wk ago
HybridAccountingFull-time

Senior Associate, Trust Tax

KPMG is seeking a Senior Associate, Trust Tax to join their Tax practice. The position is based in Pittsburgh, PA and Providence, RI.

About the Role

Join a dynamic team at one of the world's top tax firms. Work with KPMG's extensive network of specialists and access to Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring.

Responsibilities

  • Prepare and/or review fiduciary, charitable and information reporting returns
  • Use tax preparation software - Thomson Reuters ONESOURCE Trust Tax platform; utilize technologies and tools for client service delivery
  • Analyze, prepare, and review tax workpapers and returns, estimated payments and extensions
  • Respond to inquiries from the IRS and other taxing authorities; keep up to date 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 that arise before they become a critical item 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

  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Skills

  • Knowledge of the Internal Revenue Code as it relates to trusts and estates
  • Intermediate proficiency with tax preparation software - Thomson Reuters ONESOURCE Trust Tax platform
  • Strong technical aptitude and critical thinking skills
  • Proficiency with Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook

Benefits

  • Comprehensive compensation and benefits package

Pay

  • Competitive salary

Schedule

  • Full-time

Los Angeles County Applicants Only

Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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.

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