Senior Manager, Mutual Fund Tax
On-site · Baltimore, Maryland, United States
Job Summary
Senior Manager for Mutual Fund Tax at KPMG responsible for building and managing relationships with large clients, overseeing a portfolio of engagements, guiding tax strategy, and supervising tax professionals. Key duties include advising on tax implications for clients, ensuring service delivery and budgetary controls, mentoring junior staff, coaching teams, and contributing to external market activities. Required expertise includes mutual fund taxation, 1120 RIC/1065 knowledge, and credentialed accounting qualifications (CPA/EA/JD/LLM).
Required Qualifications
- Bachelor's degree in Accounting or equivalent
- Licensed CPA, EA or JD/LLM or equivalent credentials
- Minimum eight years of recent experience in mutual fund tax
- Experience with mutual fund taxation and partnership taxation
- Strong verbal and written communication skills
- Experience managing multiple client engagements and service teams
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