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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
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. In addition, the firm 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 the firm publishes a calendar of holidays to be observed during the year and provides 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 4t