Senior Associate, Asset Management Technology (DAC)

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to 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. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business Tax Services practice.

Responsibilities

• Develop and implement cutting-edge solutions with the Data Team, focusing on training and onboarding strategic clients.
• Collaborate closely with Tax Engagement teams and offshore developers to design automation solutions that enhance tax compliance processes.
• Design and optimize data transformation processes using Alteryx to meet complex tax technical requirements.
• Streamline tax compliance and reporting activities to standardize processes and enhance operational efficiency.
• Manage project timelines effectively, ensuring all milestones and deliverables are met while adhering to business requirements throughout the project lifecycle. Create comprehensive documentation, presentations, charts, tables, and diagrams to support dynamic, standardized, and custom reporting packages for tax deliverables.
• Provide training and support to team members and stakeholders to ensure effective adoption of advanced tax technology solutions.

Qualifications:

• Minimum of three years of recent, progressive experience in IT program/project management and/or tax, ideally within a professional services firm or in tax areas such as partnerships, state and local tax, mutual funds, or securities transactions.
• Bachelor's degree from an accredited college/university or equivalent work experience
• Knowledge of tax compliance, especially in mutual funds, ETFs, or hedge funds, or fund accounting with an understanding of Fund Accounting systems such as InvestOne, MCH, or Geneva is a plus.
• Having, or working on obtaining, Core/Advanced certification in Alteryx with proven experience in building analytic apps and macros, and proficiency in Python is a plus.
• Demonstrated expertise in designing and implementing data processes/solutions tailored to tax technical requirements.
• Possess advanced analytic skills including strategic thinking and planning, complex data analysis and excellent verbal and written skills.

KPMG LLP and its affiliates and subsidiaries ("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, KPMG 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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 KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:

KPMG offers a comprehensive compensation and benefits package. 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. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Required

Preferred

Job Industries

• Other