Senior Associate, Mutual Fund Tax
KPMG Careers
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's 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's 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 tax provision and distribution work papers for Regulated Investment Companies (RIC), including fiscal and excise tax provision work papers, financial statement disclosures, annual book-to-tax adjustment analysis, and complex derivatives such as futures, options, and swaps; prepare income and capital estimates of RIC distributions. Review work papers and other documents to support client deliverables. Review disclosures included in semi-annual financial statements. Review quarterly and annual IRC asset compliance testing. Participate in technical training to develop skills. Develop investment tax and other accounting skills. Qualifications: A minimum of three years of experience in mutual fund tax. BS/BA degree in accounting/finance or equivalent work experience. Understanding of accounting and tax concepts, practices, and procedures. Strong client service skills, team attitude and attention to detail. Ability to understand financial statements and fund accounting reports and spreadsheets. Proficient in Microsoft Excel and Word. Benefits: Medical, dental and vision coverage. Disability and life insurance. 401(k) plans. Personal well-being benefits. Personal Time Off per fiscal year and holiday calendar. 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. 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. #J-18808-Ljbffr
- KPMG Careers is seeking a Senior Associate to join their Business Tax Services practice in Boston. This role involves reviewing tax provisions for Regulated... ...will have a minimum of three years of experience in mutual fund tax and a degree in accounting or finance....SeniorTax
- ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...KPMG is currently seeking a Senior Associate to join our Business Tax Services practice... ...minimum of three years of experience of mutual fund tax BS/BA degree in accounting/finance...SeniorTaxWork experience placementLocal area
- ...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...KPMG is currently seeking a Senior Associate to join our Business Tax Services practice... ...minimum of three years of experience of mutual fund tax BS/BA degree in accounting/finance...SeniorTaxFull timeWork experience placementLocal area
- ...Senior Associate, Fund Accounting - Hedge Funds; East Coast Region Locations: NYC | Union, NJ | Boston, MA | Hybrid Get To Know The Team... ...market values Trade processing Liaise with Auditors and Tax Preparers for Funds Review of accruals and expense items...SeniorTaxCasual workWork at officeFlexible hoursShift work
- ...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...SeniorTaxLocal area
$60k - $120k
...for expertise, scale, and technology. Job Description Senior Associate, Fund Accounting - Hedge Funds; East Coast Region Locations:... ...values Trade processing Liaise with Auditors and Tax Preparers for Funds Review of accruals and expense items...SeniorTaxOngoing contractCasual workWork at officeFlexible hoursShift work$94k - $141k
...The Tax AVP is a management level position within our Regulated Investment Company ("RIC") tax department responsible for accomplishing... ...– 6 years of relevant RIC tax experience Experience/Knowledge of fund accounting and financial reporting for RICs Experience in...SeniorTaxFull time- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...a firm. KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to... ...as partnerships, state and local tax, mutual funds, or securities transactions....SeniorTaxWork experience placementLocal area
- ...Fund Accounting Associate Cambridge Associates ("CA") is a leading global investment firm. CA's goal... ...across hedge funds, private equity, mutual funds, derivatives, and fund-of-funds... ...administrators, auditors, legal, compliance, tax, operations, and client service teams,...TaxLocal areaWorldwide
$52k - $94.12k
...From core custody, accounting, fund administration and... ...Services Bank Loans Operations , Senior Associate, the ideal candidate will support... ...Syndicated Bank Loans held in various Mutual Fund and other Structured... ...and, eligibility for certain tax advantaged savings plans....SeniorTaxTemporary workFlexible 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$52k - $94.12k
...requirements Providing regular liaison with senior management on processes, client... ...qualification (benefit) Minimum 2 years finance or fund administration experience, preferably in... ...based awards); and eligibility for certain tax‑advantaged savings plans. Salary Range $5...SeniorTaxTemporary workWork experience placementWork at office- Senior Associate Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans... ...and prospective clients SS&C Registered Fund Services' policies and guidelines regarding... ...KYC procedures Knowledge of FATCA and tax compliance a plus Proficient in Microsoft...SeniorTaxCasual workWork at officeFlexible hours
$80k - $120k
...statements for investment companies, leading system enhancements, and supervising staff. The ideal candidate will have 7-10 years of mutual fund industry experience, a BS/BA in Accounting, and strong organizational skills. The position offers a salary range of $80,000 - $12...Senior$78.5k - $135.6k
...delivers innovative advisory, assurance and tax services to our clients. We create... ..., an opportunity has been created for a Senior Associate to join our high performing team with the... ...uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and...SeniorTaxRemote work$52k - $94.12k
...the Transfer Agency client service team (Associates and Senior Associates), management of the client... ...client and investor reporting to ensure all fund activity is recorded accurately and in... ...plans); and, eligibility for certain tax advantaged savings plans.For a full...SeniorTaxTemporary workWork experience placementWork at officeFlexible hours$140k - $200k
TA Realty in Boston is seeking a Fund Controller to oversee accounting and financial reporting for managed accounts. This role includes... ...Accountants and collaborating with external parties including auditors and tax providers. The ideal candidate will have at least ten years of...SeniorTax- ...Description About the Role Harrison Gray Search is seeking a Senior Associate for the Family Office Management Team (FOMT) on behalf of our... ...Queue, Money movement, Subscription document preparation, and Tax payment Queues. The FOMT associate is directly involved in...SeniorTaxWork at office
- John Hancock is seeking a professional to complete complex tax compliance work under manager supervision for mutual funds. The role involves preparing and reviewing tax provisions, managing earnings and profit calculations, and training Tax Analysts. With a Bachelor's...TaxFlexible hours
$90k - $260k
Arrowstreet Capital, Limited Partnership in Boston is seeking a tax professional responsible for managing and improving the firm’s tax function, focusing on sponsored funds. The ideal candidate has over 7 years of partnership tax experience, especially with hedge or private...SeniorTax- A leading financial services provider is seeking a Tax Compliance Specialist in Boston. The role involves preparing and reviewing complex tax compliance work for mutual funds, analyzing securities and partnerships, and ensuring compliance with tax regulations. Candidates...Tax
- ...Senior Associate, Fund Performance and Reporting Location: Boston, MA or Fort Lauderdale, FL Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused...SeniorOverseas
$115k - $145k
...Senior Associate, Ares Secondaries Finance Team The Ares Secondaries team specializes in secondary market transactions of private equity,... ...underlying investments and third parties. Monitor and report on fund investments across various limited partnership interests....SeniorTemporary workWork experience placementCurrently hiringFlexible hours- Deerpath Capital Management is looking for a Senior Associate in Fund Performance and Reporting to lead financial, investor, and regulatory reporting. This role is crucial in supporting a growing private credit platform and requires strong analytical skills along with...Senior
$99.75k - $150k
...Securities Services - Private Equity Fund Administration - Associate Boston, MA, United States Job Information Job Identification: 210646880 Job Category... ..., and coordinating the year-end process with audit and tax teams. You will also assist in managing client...TaxFull timeWork at office- ...About the job Senior Finance Associate - Fund Accounting Senior Finance Associate - Fund Accounting This culture-driven investment management... ...work with auditors Prepare information for quarterly tax estimates and annual tax returns, forms K-1 / 1099...SeniorTaxWork at officeFlexible hours
$200k - $240k
...leading investment platform in Boston is seeking a Senior VP, Fund Controller to oversee fund accounting, middle office, and tax compliance. This senior leadership role... ...0K to $240K base plus a 30% bonus with a hybrid work model. #J-18808-Ljbffr Daley And Associates, LLCSeniorTaxWork at office$150k - $200k
Landing Point, a private equity fund in Boston, MA, is seeking a Controller to oversee all accounting, financial reporting, and tax coordination for their managed accounts. The ideal candidate will have at least eight years of experience, strong familiarity with US GAAP...SeniorTax$100k - $105k
Job Overview - Senior Associate (Fund Operations) Compensation: $100,000 - $105,000/year Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Associate (Fund Operations) in Boston, MA for our client, supporting investment operations...SeniorWork at officeMonday to Friday$73.72k - $164.57k
KPMG Careers in Boston is seeking a Senior Associate, Property Tax, to join their State and Local Tax practice. This role involves delivering exceptional client service to multi-state companies, evaluating property tax returns, and utilizing Property Tax Management Services...SeniorTaxLocal area
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