Senior Associate, Family Enterprise Tax

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 a wide array of business opportunities and challenges. Develop your career through 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.

• Provide tax compliance and advisory services to family enterprises, family offices, high-net-worth individuals, trusts, estates, and closely held businesses while serving as a primary point of contact for clients
• Support a portfolio of clients of varying size and complexity, delivering high-quality tax advice and coordinating services across multiple engagement teams
• Review and prepare individual, trust, estate, gift, partnership, and business tax returns, including matters involving family-owned operating businesses and investment entities
• Lead and mentor associates and tax professionals, reviewing work product, providing technical guidance, and supporting professional development
• Collaborate with professionals across Asset Management, KPMG Private and other specialty tax groups to deliver integrated solutions for clients
• Participate in business development initiatives, training programs, thought leadership efforts, and market-facing activities that support the growth of the Family Enterprise practice
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

• Minimum three years of recent tax experience serving family offices, family enterprises, high-net-worth individuals, trusts and estates, privately held businesses, partnerships, or related clients within a public accounting firm, corporate tax department, or law firm
• Bachelor's degree from an accredited college/university required; progress towards obtaining a CPA or Enrolled Agent (EA) designation is preferred
• Strong technical knowledge of individual income tax, trust taxation, estate and gift taxation, and family office tax matters
• Experience with partnership taxation, pass-through entities, operating partnerships, and closely held business structures
• Exposure to asset management, alternative investments, private equity, hedge funds, venture capital, or investment partnership taxation preferred
• Proven experience managing multiple client engagements and leading client service teams
• Excellent advisory, compliance, verbal, and written communication skills with the ability to explain complex tax matters to clients and colleagues