Senior Associate: Estate Tax - (Remote Option) - KPMG US : Job Details

Senior Associate: Estate Tax - (Remote Option) at KPMG US

KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax practice.

• Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent and Form 1040 for decedents
• Manage a book of business and/or supervise the production of tax return preparation by Associate tax preparers
• Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery
• Communicate proactively with management regarding potential issues, contributing to the resolution before escalation and aiding in the enhancement of the team\'s tax technical acumen
• Respond to inquiries from the IRS and other taxing authorities
• Keep up to date on tax technical developments and data maintenance for all accounts

• Minimum three years of recent public accounting and/or experience working with income tax returns for administrative trusts and estates
• Bachelor\'s and/or Master\'s degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; accounting and taxation is preferred
• Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred
• Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates
• Excellent communication, time management, and leadership skills; must be a flexible and adaptable team player and resourceful in delivering high quality work with the ability to independently manage assigned account load
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

• Mid-Senior level

• Full-time

• General Business

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.

Compensation and Benefits: 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. The firm offers a comprehensive compensation and 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 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, the firm publishes a calendar of holidays and two firmwide 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. More details about our benefits can be found on the KPMG US Careers site under Benefits & How We Work.

Los Angeles County applicants: Material job duties for this position are listed above. 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, we will consider for employment qualified applicants with arrest and conviction records.