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Kpmg1 week ago

Senior Associate, Family Office Tax Practice

On-site · Chicago, Illinois, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise

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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Kpmg

Senior Associate, Family Office Tax Practice

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