Senior Associate, Family Office Tax Practice
On-site · Chicago, Illinois, United States
Job Summary
Provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families; review detailed workpapers and tax returns across individual, fiduciary, partnership, estate and gift matters; research and identify tax planning opportunities to retain/grow wealth; train, mentor, and supervise staff; contribute to marketplace eminence and the growth of KPMG's Family Office and Private Client Services tax practice.
Required Qualifications
- Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization, and/or law firm
- Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M.
- Experience with individual, estate and gift, trusts and foundations, and partnership taxation
- Excellent verbal and written communications skills and the ability to articulate complex information
- Ability to handle multiple engagements and client service teams
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