Tax Associate, State and Local Tax | Portland Winter 2027
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details from responsibilities list exactly as given, but we can format as list items. The responsibilities list is a long paragraph with multiple sentences separated by line breaks? Actually it's a block: "Assist multi-state companies with state and local tax issues (income/franchise, sales/use, excise and property tax) including compliance, consulting, planning and controversiesAssist clients with business tax planning transactions and mergers and acquisitions including identifying and developing state and local tax issues and savings opportunities that arise from legal entity changes/transactions and in designing specific plans to help a business address its state and local tax mattersResearch and draft state and local tax technical memorandaAssist with M&A transactions involving acquisitions and dispositions of equity interests (e.g., corporate stock, LLC membership interests, etc.) and/or business assetsSupervising the work of shared services team members and interns; assist in handling notices including coordination of shared resources Analyze, prepare and review tax workpapers and returns, estimated payments and extensions; stay current on state and local tax legislative, judicial and administrative developmentsBuild capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI and moreWork as part of a multi-disciplinary team to develop and sustain excellent client relationships"
We need to split into separate list items logically. Each responsibility seems separated by no punctuation but we can infer. We'll break at each capital letter start after a sentence? Might be okay to keep as one big
- but better to split. However we must not invent detail; splitting is okay as long as we don't change meaning. We'll create separate
- for each responsibility phrase.
Similarly qualifications list: many items.
We need to include intro prose under maybe "About the role" heading. The intro includes: "At KPMG, you can become an integral part of a dynamic team at one of the top tax firms in the world. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists and enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training and informal mentoring. At KPMG, we put our culture and values front and center. KPMG is currently seeking a Tax Associate to join our State & Local Tax practice."
We should not repeat job title as heading, but we can include that sentence in prose.
Now benefits: "In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work."
We should keep that.
Pay: "KPMG offers a comprehensive compensation and benefits package. KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=UTASLN_6_24"
We need to keep that.
Now we must remove boilerplate: EEO, equal opportunity, legal, scam warning, etc. Also remove "No phone calls or agencies please." etc. Also remove "KPMG recruits on a rolling basis." etc. Also remove "Los Angeles County applicants..." etc. Also remove "KPMG is an equal opportunity employer." etc. Also remove "The attached link contains further information regarding KPMG's compliance..." etc.
Now produce HTML fragment.
Structure:
About the role
... intro ...
Responsibilities
- Assist multi-state companies with state and local tax issues (income/franchise, sales/use, excise and property tax) including compliance, consulting, planning and controversies
- Assist clients with business tax planning transactions and mergers and acquisitions including identifying and developing state and local tax issues and savings opportunities that arise from legal entity changes/transactions and in designing specific plans to help a business address its state and local tax matters
- Research and draft state and local tax technical memoranda
- Assist with M&A transactions involving acquisitions and dispositions of equity interests (e.g., corporate stock, LLC membership interests, etc.) and/or business assets
- Supervising the work of shared services team members and interns; assist in handling notices including coordination of shared resources
- Analyze, prepare and review tax workpapers and returns, estimated payments and extensions; stay current on state and local tax legislative, judicial and administrative developments
- Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI and more
- Work as part of a multi-disciplinary team to develop and sustain excellent client relationships
Qualifications
- Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: Bachelors and/or Masters in accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems), or equivalent program from an accredited college or university
- Preferred: Degrees and/or areas of study: Accounting and Taxation
- Must be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) in the principal place of business (the state in which the office is located) for this position, with completion of required academic credits prior to the start date for this position
- Preferred GPA of 3.0 or above
- Coursework or minor in information systems, software engineering, computer science or data and analytics preferred
- Strong tax research skills
- Strong in technical, business acumen, critical thinking and agility skills. Demonstrated ability to excel and drive strategic outcomes, coupled with a professional demeanor and a collaborative leadership approach, in a dynamic, evolving environment
- Demonstrated quality service mindset, strong technical aptitude, ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx and Power BI, MS Office Applications including Excel, PowerPoint, Word and Outlook and apply emerging technologies to enhance tax processes and insights
- Excellent communication, time management and leadership skills, feedback oriented, and resourceful in delivering high quality work
- Must reside within a reasonably commutable distance to the office for this position and be able to travel to reasonably commutable work locations using own means of transportation, such as a personal vehicle or public transportation
- Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice
- 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)
Benefits
In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Pay
KPMG offers a comprehensive compensation and benefits package. KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills,
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the details from responsibilities list exactly as given, but we can format as list items. The responsibilities list is a long paragraph with multiple sentences separated by line breaks? Actually it's a block: "Assist multi-state companies with state and local tax issues (income/franchise, sales/use, excise and property tax) including compliance, consulting, planning and controversiesAssist clients with business tax planning transactions and mergers and acquisitions including identifying and developing state and local tax issues and savings opportunities that arise from legal entity changes/transactions and in designing specific plans to help a business address its state and local tax mattersResearch and draft state and local tax technical memorandaAssist with M&A transactions involving acquisitions and dispositions of equity interests (e.g., corporate stock, LLC membership interests, etc.) and/or business assetsSupervising the work of shared services team members and interns; assist in handling notices including coordination of shared resources Analyze, prepare and review tax workpapers and returns, estimated payments and extensions; stay current on state and local tax legislative, judicial and administrative developmentsBuild capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI and moreWork as part of a multi-disciplinary team to develop and sustain excellent client relationships" We need to split into separate list items logically. Each responsibility seems separated by no punctuation but we can infer. We'll break at each capital letter start after a sentence? Might be okay to keep as one big
About the role
... intro ...
Responsibilities
- Assist multi-state companies with state and local tax issues (income/franchise, sales/use, excise and property tax) including compliance, consulting, planning and controversies
- Assist clients with business tax planning transactions and mergers and acquisitions including identifying and developing state and local tax issues and savings opportunities that arise from legal entity changes/transactions and in designing specific plans to help a business address its state and local tax matters
- Research and draft state and local tax technical memoranda
- Assist with M&A transactions involving acquisitions and dispositions of equity interests (e.g., corporate stock, LLC membership interests, etc.) and/or business assets
- Supervising the work of shared services team members and interns; assist in handling notices including coordination of shared resources
- Analyze, prepare and review tax workpapers and returns, estimated payments and extensions; stay current on state and local tax legislative, judicial and administrative developments
- Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI and more
- Work as part of a multi-disciplinary team to develop and sustain excellent client relationships
Qualifications
- Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: Bachelors and/or Masters in accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems), or equivalent program from an accredited college or university
- Preferred: Degrees and/or areas of study: Accounting and Taxation
- Must be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) in the principal place of business (the state in which the office is located) for this position, with completion of required academic credits prior to the start date for this position
- Preferred GPA of 3.0 or above
- Coursework or minor in information systems, software engineering, computer science or data and analytics preferred
- Strong tax research skills
- Strong in technical, business acumen, critical thinking and agility skills. Demonstrated ability to excel and drive strategic outcomes, coupled with a professional demeanor and a collaborative leadership approach, in a dynamic, evolving environment
- Demonstrated quality service mindset, strong technical aptitude, ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx and Power BI, MS Office Applications including Excel, PowerPoint, Word and Outlook and apply emerging technologies to enhance tax processes and insights
- Excellent communication, time management and leadership skills, feedback oriented, and resourceful in delivering high quality work
- Must reside within a reasonably commutable distance to the office for this position and be able to travel to reasonably commutable work locations using own means of transportation, such as a personal vehicle or public transportation
- Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice
- 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)
Benefits
In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Pay
KPMG offers a comprehensive compensation and benefits package. KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills,