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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

Vacancy posted 1 day ago
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