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KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.
Responsibilities:
Accountable for a group of clients using KPMG Securities Analyzer (SA), KPMG's proprietary book-to-tax adjustment system, automating wash sales, and other tax adjustments; including reviewing monthly reconciliations, working with engagement teams on timely and accurate deliverables
Drive efficiencies across the full life cycle of deliverables while reducing overall costs and risks
Work with SA leadership to further develop the overall Center of Excellence strategy including the standardization of processes, improvement of internal controls, and enabling our people to drive quality
Interface with external clients, internal stakeholders, and team members in all phases of deliverables and manage client expectations
Support go-to-market efforts and client onboardings for SA as needed
May oversee work product, manage deadlines, expectations, and often contribute to staffing decisions and supervise the work performed by more junior staff
Qualifications:
Minimum two years of recent experience with a combination of mutual fund accounting and technology experience gained in a well-regarded audit, tax or advisory services firm, asset management firm or technology service provider
Bachelor's degree from an accredited college/university or equivalent work experience
Having, or working on obtaining, one of the following credentials is a plus; CPA , ENR AGT (Enrolled Agent), MTX (Masters in Taxation), MBA (Masters of Business Administration), MS in Computer Science, or JD / LLM
Knowledge of tax compliance or fund accounting with an understanding of Fund Accounting systems such as InvestOne, MCH, or Geneva is a plus
Ability to develop and understand overall strategy linking closely to tax's overall business strategy and key success measures
Must possess advanced analytic skills
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