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Manager or Senior Manager, Asset Management

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: KPMG US
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Compliance, Corporate Finance, Wealth Management, Accounting & Finance
  • Management
    Wealth Management
Job Description & How to Apply Below
Manager or Senior Manager, Asset Management

Join to apply for the Manager or Senior Manager, Asset Management role at KPMG US.

At KPMG, you can be part of a dynamic, collaborative team in one of the world's leading tax firms. KPMG's Ignition Centers integrate deep industry knowledge 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 formal training and mentoring as part of a culture that invests in people, our future, and what we stand for as a firm.

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

Responsibilities
  • Manage a portfolio of clients of various sizes and act as the point of contact for internal and external clients
  • Direct teams of tax professionals and assistants working on client projects
  • Understand and analyze U.S. GAAP rules affecting the taxpayer
  • Help manage risk and financial performance of engagements, including billing, collections, and project budgets
  • Advise clients and be responsible for delivering high-quality tax service and advice
  • Assess tax impact on clients, develop tax arguments to support conclusions, and suggest action plans

Additional Responsibilities for Senior Manager:

  • Participate in and contribute to market and business activities external to the firm while providing direction to and maintaining managerial responsibility for a team
  • Act as a coach and mentor to other tax professionals
Qualifications
  • Minimum five years of recent corporate or partnership tax experience in the financial services industry supporting alternative investments (investment partnerships); previous experience as a tax manager with a public accounting firm
  • Bachelor's degree from an accredited college/university;
    Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; recruiter can provide the complete list of currently approved designations/credentials
  • Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities
  • Excellent verbal and written communication skills with the ability to articulate complex financial information
Additional Qualifications for Senior Manager
  • Minimum eight years of recent experience as a tax senior manager in a public accounting firm supporting alternative investments (investment partnerships)
  • Solid skills in reviewing 1065 tax returns, including Schedule K-1 and experience managing multiple client engagements and client service teams

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 4th holiday. Additional details about our benefits can be found towards the bottom of our…

Position Requirements
10+ Years work experience
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