Senior Associate, Trust Tax
KPMG
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, Trust Tax to join our Tax practice.
Responsibilities:
- Prepare and/or review fiduciary, charitable and information reporting returns
- Use tax preparation software - Thomson Reuters ONESOURCE Trust Tax platform; utilize technologies and tools for client service delivery
- Analyze, prepare, and review tax workpapers and returns, estimated payments and extensions
- Respond to inquiries from the IRS and other taxing authorities; keep up to date on tax technical developments
- Manage a book of business and/or supervise the production of tax return preparation by associate tax preparers
- Notify senior practice management of any issues or problems that arise before they become a critical item and assist with driving the growth of tax technical knowledge for the team
Qualifications:
- Minimum three years of recent trust tax preparation experience and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates
- Bachelor's degree and/or Master's degree from an accredited college or university in business, finance, technology, or data analytics; accounting and taxation is preferred
- Must be eligible to sit for the CPA or EA or already obtained either
- Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook
- Must be a team player and resourceful in delivering high quality work with the ability to independently manage assigned account load; able to interact with team members, remote or in-person
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
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.
- ...Investment Reporting Associate Sr. At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve... ...written and verbal communication skills. Experience with multifamily real estate and tax credit industry a plus but not required. PNCSeniorTaxWork at office
$270k - $410k
...Direct Counsel represents a prestigious AmLaw firm seeking a Senior Associate or Counsel to join its Executive Compensation & Employee Benefits... ..., acquisitions, and private equity transactions Advise on tax-qualified and nonqualified retirement plans Assist with...SeniorTax$20.23 - $49.1 per hour
...severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings... ...and unemployment Client Service Establish strong and trusted client relationships by effectively consulting with clients on all...SeniorTaxWork at officeLocal areaRemote work- ...Senior Accountant, Tax H2R CPA is looking for a Senior Accountant, Tax, to contribute to our growing Tax Department with a specialized focus on Trusts & Estates. The ideal candidate will have demonstrated continued progress and growth over their career within the public...SeniorTax
- ...an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers... ...what we stand for as a firm. KPMG is currently seeking an Associate or Senior Associate, Fixed Assets / Cost Segregation (AMCS) to join our...SeniorTaxFull timeFor contractorsH1bLocal area
- ...Schneider Downs Opportunity As a trusted advisor in the professional services industry, you know what matters most to clients: big thinking... ...all at Schneider Downs, where we've been providing accounting, tax, consulting, business advisory and wealth management services...SeniorTaxSummer holidayWork at officeFlexible hours
$104k - $149k
...Senior Vice President, Tax Reporting and Compliance At BNY, our culture allows us to run our company better and enables employees' growth and... ...~7+ years of progressive experience in estate, gift, and trust taxation (public accounting, law firm, or wealth/trust company...SeniorTaxTemporary workWorldwideFlexible hours$125k - $160k
...Senior Manager - Tax Subject Matter Expert - Pass Thru Companies $125,000 - $160,000.00 May be in Pittsburgh area, Florida, New York City/New Jersey area, Ohio 8+ years experience in Public Accounting with a strong concentration in Tax with high net worth pass thru...SeniorTax- ...Senior Client Manager At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important... ...help guide our Client Service associates and create a learning... ...insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA)...SeniorTaxFull timeLive outWork at officeLocal areaFlexible hours
$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique... ...all aspects of estate, income, gift, and trust tax consulting and compliance; charitable... ...Responsibilities: Supervises associates and senior associates on all projects...SeniorTaxPrivate practiceWork at office$91.1k - $150.2k
...ITTS - International Corporate Tax Advisory Senior - FY26 - HDG #841 Location: San Jose Other locations: Anywhere in Region Salary: Competitive... ...subject matter resources, who will be viewed by clients as trusted business advisors. Your key responsibilities Depending...SeniorTaxWork experience placementSummer holidayFlexible hours- ...Audit Senior Hybrid near Bridgeville, PA This role supports a growing audit practice serving clients within the postsecondary education... ...and provide practical solutions Coordinate with the tax team regarding potential impacts of audit adjustments on tax filings...SeniorTax
- ...Senior Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help... ...and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational...SeniorTaxFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...will build your career. Whether you choose to start in audit or tax, you will be coached by our experienced staff and management... ...under pressure and against deadlines Minimum Qualifications: Associate positions require a bachelor's or master's degree in accounting...TaxFull timeInternshipWork at office
- ...ALM Associate Senior - Portfolio Management At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive...SeniorWork at office
- ...Audit Associate Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Audit? At Forvis... ...will build your career. Whether you choose to start in audit or tax, you will be coached by our experienced staff and management personnel...TaxFull timeInternshipWork at officeFlexible hours
- Fraud Detection And Surveillance At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible...SeniorWork experience placementWork at officeWorldwideFlexible hours
- ...Senior Associate, Client Processing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's...SeniorWork experience placementWorldwideFlexible hours
- ...Senior Associate, Cash Processing/Funds Transfer At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of...SeniorWork experience placementWork at officeWorldwideFlexible hours
- ...Tax Accounting Associate Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Tax? At Forvis Mazars, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding...TaxFull timeInternshipWork at officeFlexible hours
$77k - $202k
...Conversational AI and Agentic AI - Senior Associate As a Conversational AI and Agentic AI - Senior Associate, you will engage in the dynamic field of User Interaction Engineering within our Advisory practice. This role involves leveraging your skills in software and...Senior- ...Senior Specialist, Corporate Actions At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world'...SeniorWorldwideFlexible hours
- ...Senior Associate Client Reporting/Performance At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the...SeniorFull timeWork experience placementWorldwideFlexible hoursShift work
- ...Senior Accountant The Senior Accountant is a skilled, knowledge-driven role with accounting experience and strong communication and... ...supporting schedules to support external financial statement audit and tax preparation. Analyze financial data and trends, providing...SeniorTaxWork experience placement
$81.7k - $135k
...EY and help to build a better working world. Tax - Indirect Tax - Sales and Use Lookback Review COE - Senior Will you shape the future or will the future shape... ...law changes, to maintain your credibility as a trusted advisor Develop clear, intelligent plans and...SeniorTaxFull timeSummer holidayImmediate startFlexible hours$75k - $100k
...Job Description Job Description OPEN POSITION Tax Senior Accountant (Public Accounting) Salary: $75,000 – $100,000 Location:... ...Prepare and review tax returns (individual, business, nonprofit, trust & estate) Handle moderately complex tax engagements Assist...SeniorTaxFull timeFlexible hours- ...Job Description Job Description Tax Senior – Public Accounting Are you looking for a firm where your voice is heard, your work is... ...Prepare and review complex individual, corporate, partnership, and trust tax returns Conduct tax research and stay current on tax law...SeniorTaxFlexible hours
- ...Senior Master Automotive Technician Escape the hustle of big-city life and discover the unmatched quality of living and working in... ...local economy. In Grand Forks, you can experience: Lower tax rates Lower housing costs Great schools Nightlife with...SeniorTaxLocal area
$170.6k - $390k
...Consulting - Microsoft Enterprise Platform - Senior Manager (Architect & Solution Lead Roles)... ...across all industries look to EY for trusted solutions to address increasingly complex... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...SeniorTaxFull timeSummer holidayWork at officeFlexible hours$67k - $136.8k
...opportunity As an FSO DevOps Engineer Senior Analyst, you’ll be based in our Service Delivery... ..., society and the planet, while building trust in capital markets. Enabled by data, AI... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...SeniorTaxFull timeSummer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate, Trust Tax. Be the first to apply!
- media associate Pittsburgh, PA
- relationship associate Pittsburgh, PA
- senior associate Pittsburgh, PA
- cash office associate Pittsburgh, PA
- remote associate Pittsburgh, PA
- line associate Pittsburgh, PA
- technology transfer associate Pittsburgh, PA
- patient safety associate Pittsburgh, PA
- senior associate attorney Pittsburgh, PA
- full time delivery associate Pittsburgh, PA


