Senior Associate, Mutual Fund Tax

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists and access 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.

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.

• Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including review of fiscal and excise tax provisions, financial statement disclosures, and annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives. Prepare income and capital estimates of RIC distributions.
• Review work papers and other documents to support client deliverables.
• Review disclosures included in semi-annual financial statements.
• Review quarterly and annual IRC asset compliance testing.
• Participate in technical training to develop skills.
• Develop investment tax and other accounting skills.

• A minimum of three years of experience in mutual fund tax.
• BS/BA degree in accounting, finance, or equivalent work experience.
• Understanding of accounting and tax concepts, practices, and procedures is required.
• Strong client service skills, team attitude and attention to detail.
• Ability to understand financial statements and fund accounting reports and spreadsheets.
• Proficient in Microsoft Excel and Word.

KPMG offers a comprehensive compensation and benefits package, including medical, dental, vision, disability, life insurance, 401(k) plans and personal well-being benefits.

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 law.