Senior Associate, Mutual Fund Tax
KPMG
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 firmKPMG 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.
- ...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
$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$70k - $89k
...integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning... ...leave, and more. Job Description: We are looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office...SeniorTaxFull timeInternshipWork at officeFlexible hours- ...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, Asset Management Technology (DAC) to... ...or in tax areas such as partnerships, mutual funds, or securities transactionsBachelor's degree...SeniorTaxLocal area
$93.6k - $176.8k
...New York, NY, Boston, MA or Chicago, IL Summary Fund Formation paralegals provide paralegal support to firm attorneys and senior paralegals and perform administrative duties... ...dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-...SeniorTaxTemporary workWork at officeFlexible hours$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$52k - $94.12k
...Senior Associate A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team... ...with all client contacts, auditors, tax, lawyers and banking personnel Fund accounting...SeniorTaxFlexible hours- ...succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group... ...financial products to our clients, from general accounting and tax planning to outsourced services and investor relations. Between...SeniorTaxLocal area
- ...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities...SeniorTaxLocal area
$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$77k - $202k
...data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Customer...SeniorTaxH1b- Senior Fund Accountant - Private Equity - Boston - Hybrid About: Our client is a leading private investment firm with a long-standing track... ...activity to ensure proper accounting treatment and reporting. Tax & Compliance Prepare and review annual tax-basis books and...SeniorTax
- ...well-known Am Law 100 firm seeking a Senior Corporate Associate Compensation: Competitive, based on... ...associates and paralegals. Collaborate with tax, regulatory, IP, and finance... .... Representation of private equity funds and portfolio companies. Established...SeniorTax
$52k - $94.12k
...within the Private Equity and Real Assets Fund Services business unit of the State... ...Street services our customers. As a Senior Associate you will be responsible for the... ...relationship with all client contacts, auditors, tax, lawyers and banking personnel...SeniorTaxTemporary workFlexible hours- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...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...SeniorTaxFull timeTemporary workLocal area
- ...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
$70k - $150k
We are seeking a Senior Associate to join our Transfer Pricing team, offering the opportunity to influence client business decisions, engage... ...client‑ready deliverables that clearly tie facts, economics, and tax positions together Assist in the development and...SeniorTaxTemporary workWork at officeFlexible hours$105k - $125k
...billion on behalf of leading institutions worldwide—including pension funds, endowments, foundations, and sovereign wealth funds. We harness... ...review, and payments. Prepare regulatory, compliance, and tax filings and support audits; research and resolve exceptions or breaches...SeniorTaxCasual workWork at officeLocal areaWorldwideFlexible hours3 days per week$77k - $202k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality...SeniorTaxH1b$69.8k - $132k
...technical knowledge of complex fund terms, technical accounting... ...for you! RSM is looking for a Senior to join our RSM Fund Services... ...accounting policies and evolving tax regulations mean that business... ...for hire as an experienced associate. RSM will consider for employment...SeniorTaxFull timeWork experience placementInternshipWork at officeLocal area$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$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$26.5 - $31.25 per hour
...looking for: Nexamp is seeking a Treasury Associate to support the operational execution of... ...activities. In this role, you'll help ensure funds move accurately, efficiently, and in... ...distribution payments in accordance with tax equity Limited Liability Company Agreement...TaxHourly payFull timeFlexible hours- Alter Domus is currently seeking a new Senior Fund Manager to join our Fund Administration team at our Darien, CT or Boston, MA office.JOB... ...issues with the auditors;Maintain a direct relationship with audit/tax firms;Help establish and implement strategy for recruiting/...SeniorTaxWork at office
$100k - $130k
...Great Gray is looking to add a Senior Investment Analyst to our... ...credit, real assets, or hedge funds) through prior professional experience... ...to retirement planning. These tax-exempt, pooled investment... ...1(k)s. CITs are comparable to mutual funds, but, because they are tailored...SeniorTaxWork experience placementLocal areaRemote workVisa sponsorship- ...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 to join our Business Tax Services practice. Responsibilities:Provide...SeniorTaxLocal area
$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 to join our State and Local Tax (SALT) practice. Responsibilities...SeniorTaxLocal area- ...clients across a wide range of industries. The team is seeking a Senior-level professional  to support continued growth in its Deal... ...team members on analyses and reporting Collaborate with tax, audit, and advisory teams on integrated transaction engagements...SeniorTax
$73.72k - $164.57k
...an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers... ..., and what we stand for as a firmKPMG is currently seeking a Senior Associate to join our Trade and Customs practice. Responsibilities:Meet...SeniorTaxH1bLocal area- ...prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the... ...and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds....SeniorTaxLocal areaRelocation package
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