KPMG

Senior Associate, Mutual Fund Tax

KPMG

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

KPMG is looking for a highly motivated and experienced Senior Associate, Mutual Fund Tax to join our dynamic team. This position requires a professional who possesses excellent communication skills, the ability to work independently, and a strong commitment to the firm's core values. In this role, you will be responsible for providing tax services to clients in the mutual fund industry. You must have a deep understanding of the industry and the ability to communicate complex tax issues to clients. You will be expected to manage all aspects of the tax process, from planning to compliance. To be successful in this role, you must have a minimum of five years of experience in public accounting, preferably in the mutual fund industry. You must also possess a Bachelor's degree in Accounting or Finance and be licensed as a CPA. If you are an ambitious problem-solver who thrives in a fast-paced and collaborative environment, then this job is for you!

Responsibilities: • Provide tax services to clients in the mutual fund industry • Communicate complex tax issues to clients • Manage all aspects of the tax process, from planning to compliance • Ensure compliance with relevant laws and regulations • Research and analyze tax implications of transactions • Maintain up-to-date knowledge of tax regulations and developments • Prepare tax returns and other documents related to the mutual fund industry • Develop and maintain relationships with clients • Prepare and review financial statements • Monitor client accounts to ensure accuracy of tax payments • Provide guidance and support to junior staff members

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Excellent Written And Verbal Communication Skills

  • Cpa Certification

  • Ability To Work Effectively In A Team Environment

  • Strong Interpersonal And Analytical Skills

  • Knowledge Of Mutual Fund Taxation

  • Working Experience In Corporate Tax

  • Experience In Taxation Of Publicly Traded Partnerships

  • Understanding Of Us Federal And State Tax Laws

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Accounting

  • Research

  • Strategic Planning

  • Project Management

  • Negotiation

  • Leadership

  • Auditing

  • Compliance

  • Client Relations

  • Regulatory reporting

  • Taxation

  • Mutual Funds

Soft Skills
  • Communication

  • Customer Service

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Organization

  • flexibility

  • Critical thinking

  • Teamwork

Compensation

According to JobzMall, the average salary range for a Senior Associate, Mutual Fund Tax in New York, NY, USA is between $87,000 and $130,000 per year.

Additional Information
KPMG is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 20th, 2023
Apply BeforeJuly 20th, 2025
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About KPMG

KPMG International Cooperative is a multinational professional services network, and one of the Big Four accounting organizations. Seated in Amstelveen, the Netherlands, KPMG is a network of firms in 154 countries, with 207,050 people and has three lines of services: financial audit, tax, and advisory.

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