Senior Associate, Mutual Fund 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 to join our Business Tax Services practice. Responsibilities:Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review Regulated Investment Company fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps; prepare income and capital estimates of RIC distributionsReview work papers and other documents to support client deliverablesReview disclosures included in semi-annual financial statementsReview quarterly and annual IRC asset compliance testingParticipate in technical training to develop skillsDevelop investment tax and other accounting skillsQualifications:A minimum of three years of experience of mutual fund taxBS/BA degree in accounting/finance or equivalent work experienceUnderstanding of accounting and tax concepts, practices, and procedures is requiredStrong client service skills, team attitude and attention to detailAbility to understand financial statements and fund accounting reports and spreadsheetsProficient in Microsoft Excel and WordKPMG 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.
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...minimum of three years of experience of mutual fund tax BS/BA degree in accounting/finance...SeniorTaxFull timeWork experience placementLocal area
- ...a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...as a firm KPMG is currently seeking a Senior Manager to join our Business Tax Services... ...eight years of recent experience in mutual fund tax Bachelor's degree in Accounting from...SeniorTaxFull timeLocal area
- Manulife Financial seeks a senior tax leader to oversee the tax compliance and research functions for all funds and investment products in a hybrid Boston role. You will interpret new tax legislation, coordinate with fund managers, and ensure accurate reporting while guiding...SeniorTax
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...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to... ...or in tax areas such as partnerships, mutual funds, or securities transactionsBachelor's...SeniorTaxLocal area$105k - $115k
...committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing... ...per week in the office.HarbourVest Partners is seeking a Senior Associate on the Fund Accounting and Administration team. This role involves all...SeniorFull timeWork at officeLocal area3 days per week$100k - $115k
...environment of inclusion that promotes mutual respect among all employees.... ...work arrangement. The Senior Associate, Client Onboarding will work... ...clients to assist with the fund closing process. This person... ...investment staff, legal, compliance, tax, treasury, accounting, custom...SeniorTaxLocal area$52k - $94.12k
...Preferred Qualifications BS/BA required Must have 3 - 5 years of mutual fund operations experience Proficient in MS Office About State... ...subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit Job...SeniorTaxTemporary workFlexible hours$100k - $215k
...leading talent, world-class partners, and freedom to innovate.Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual... ..., real assets, or infrastructure, with an understanding of fund structures, cash flow mechanics, performance metrics (IRR, MOIC,...SeniorWork at officeLocal areaFlexible hours- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)... ...state alternative investment firms (hedge fund, fund to funds, private equity, real...SeniorTaxLocal area
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...environment of inclusion that promotes mutual respect among all employees.... ....We are searching for a Senior Associate, Enterprise Operations &... ...Compliance - Regulatory and tax, Investment Operations.Strong... ...Acts, 34 Acts, Collateralized Fund Obligations (CFO), SICAVs, ELTIF...SeniorTaxFull timeWork at officeLocal areaRemote work1 day per week- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...as a firm.KPMG is currently seeking a Senior Associate to join our International Tax practice.... ...how to access and mobilize capital to fund global operations, taking into account a...SeniorTaxTemporary workLocal area
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Senior Associate - Valuation - Corporate Finance BRG Transaction and Valuation Opinions provides... ...solvency), ii) portfolio valuation, iii) tax and financial reporting, iv) litigation,... ...bankruptcy. Clients include leading hedge funds, private equity funds, venture capital...SeniorTaxWork experience placement$99k - $140k
...Audax Private Debt based in Boston . The Senior Finance Associate is a key contributor to the Private... ...processes related to several Private Debt Funds. Private Debt invests in debt... ...with the Investor Relations, CLO, FP&A, Tax and Private Debt Deal teams. The ideal...SeniorTaxWork at office3 days per week$99k - $155k
...equity solutions. POSITION SUMMARY The Senior Finance Associate is responsible for the financial... ...control processes for several Private Debt Funds. The candidate will work closely with the... ...Valuation, Investor Relations, CLO, FP&A, Tax and Senior Debt Deal teams....SeniorTaxWork at office3 days per week$115k - $145k
...of September 30, 2025. The team is currently looking to hire a Senior Associate to join our dynamic Finance team of approximately 60... ...underlying investments and third parties.Monitor and report on fund investments across various limited partnership interests.Perform...SeniorFull timeTemporary workWork experience placementCurrently hiringFlexible hours$74k
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically:... ...compliance with complex partnership agreements Assist with audits, tax return review, fundraising and annual meeting activities...SeniorTaxFull timeWork at office$125k - $215k
Description The CompanyLiberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty... ...is seeking a highly analytical and execution-oriented Associate to drive and scale LMI’s $3.5bn Tax-Driven Investments (TDI) mandate across three core sub...TaxLocal areaImmediate startFlexible hours- Brown Brothers Harriman (BBH) is seeking a Senior Legal Support Representative to join Legal Administration, providing corporate secretarial and regulatory support to mutual fund complexes. You will draft routine memoranda, prepare shell minutes, maintain minute books,...Senior
- Join to apply for the Senior Associate - Valuations role at BRG 2 weeks ago Be among the first 25... ...opinions), ii) portfolio valuation iii) tax and financial reporting, iv) litigation... ...support). Our clients are leading hedge funds, private equity funds, venture capital funds...SeniorTaxFull timeWork experience placementLocal areaRemote work
- Fenwick & West is seeking a fund formation corporate associate with four to eight years of experience to join as a core member of our private investment funds team, which focuses primarily on organization and ongoing advising of venture funds, venture studios, incubators...Senior
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Description The CompanyLiberty Mutual Investments (LMI) is the investment firm for... ...Markets portfolio, is seeking a Senior Analyst / Associate as the mandate executes on its next phase... ...investment transactions as well as primary fund commitments and relationship...SeniorWork experience placementLocal areaFlexible hours- ...is seeking an experienced accounting professional to oversee the accounting and reporting for Private Debt funds in Boston. The role involves supporting FP&A, Tax, and Investor Relations with timely financial statements, capital calls, and distributions. Responsibilities...SeniorTax
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- The Hollister Group is seeking a tax professional to support our Credit & Global Special Situations business in Boston. You will drive timely fund tax filings and investor reporting, partnering with investment teams, investor relations, finance, legal, and treasury, and...SeniorTax
- Audax Private Debt in Boston is seeking a Senior Finance Associate to lead financial reporting for private debt funds, coordinating closely with Investor Relations, CLO, FP&A and Tax teams to ensure accurate, timely fund-level statements and MD&A. The role requires a CPA...SeniorTax
$77.33k - $157.67k
...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ..., and what we stand for as a firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State and Local Tax (SALT) practice....SeniorTaxWork experience placementLocal area$135k - $148k
KKR is seeking an experienced Assistant Vice President to join its Boston office in Mutual Fund Product Management. The role involves leading product initiatives for Global Atlantic's mutual fund platform and managing fund expenses and strategic objectives. The ideal candidate...SeniorWork at office$75k - $110k
...spirit and sense of family. Purpose: The Senior Property Accountant position is... ...reconciliations of tenant operating and real estate tax escalations for assigned properties... ...fluctuations Assist with monthly development funding requisitions Assist with the preparation...SeniorTaxLocal area- Daley And Associates, LLC partners with a leading global private investment firm to offer a tax-focused opportunity that moves beyond traditional public accounting. This role... ...supports Credit & Global Special Situations, fund tax, and complex structuring for a diverse...SeniorTax
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