Associate Director, Tax Research and Planning

Associate Director, Tax Research and Planning

KPMG is a leading professional services firm providing audit, tax, and advisory services across a broad range of industries. We are seeking an Associate Director, Tax Research and Planning to join our Firm Tax team in the United States.

• Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K‑1s to support the Partner Tax Services and Partner Tax Matters group.
• Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
• Document tax research positions and collaborate with firm experts on various federal and state issues to ensure compliance with all tax regulations and deadlines.
• Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
• Respond to inquiries from tax authorities to resolve tax issues efficiently.
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.

• Minimum seven years of recent federal and state individual tax experience with in‑depth knowledge of partnership federal and state schedule K‑1s.
• Bachelor’s degree in accounting or finance is required; a master’s degree, enrollment as an Agent or CPA preferred.
• High net‑worth individual tax experience preferred.
• Proficient in tax research software such as Westlaw, Bloomberg, and CCH.
• Computer proficiencies in Microsoft Excel, PowerPoint, and Word. Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data. PowerPoint skills include creating charts, layouts, and analysis to support tax planning opportunities.
• Detail‑oriented, collaborative, and proactive approach to problem‑solving.
• Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future; KPMG will not sponsor visas for this opportunity.

Mid‑Senior level

Full‑time

General Business

KPMG offers a comprehensive, competitive benefits package including medical, dental, vision, disability and life insurance, 401(k) plans, and personal well‑being benefits to support mental health. Eligible employees receive Paid Time Off, holiday observances, and annual breaks.

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.