Senior Manager, Mutual Fund Tax

Responsibilities

• Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
• Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
• Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
• Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
• Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
• Act as a coach and mentor to other tax professionals

Qualifications

• Minimum eight years of recent experience in mutual fund tax
• Bachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Prior experience in Mutual Fund and/or investment partnership
• Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1
• Strong verbal and written communication skills, with the ability to articulate complex financial information
• Experience managing multiple client engagements and client service teams