Mutual Fund Tax RIC- Manager, NYFS

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KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice.

Responsibilities:

• Review and provide oversight of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review RIC 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 distributions
• Assess work papers and other documents to support client deliverables
• Delivery of high-quality tax consulting services to KPMG clients
• Manage, direct, monitor, and deliver client engagements while maintaining active communication with clients to manage expectations and help ensure client satisfaction
• Lead and mentor staff level team members

Qualifications:

• Minimum four years of recent experience of Mutual Fund Tax
• Licensed CPA, EA or JD/LLM, 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; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Advanced understanding of regulated investment company taxation
• Strong client service skills, team attitude and attention to detail
• Deep understanding of financial statements and fund accounting reports and spreadsheets

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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.