Senior Manager, Mutual Fund Tax
On-site · Orlando, Florida, United States
Job Summary
Senior Manager in KPMG's Business Tax Services focusing on mutual fund tax, building and managing client relationships with large clients, advising on tactical issues, overseeing risk and financial performance of engagements, and mentoring tax professionals. The role involves supervising teams on client projects, developing tax arguments, and contributing to market activities and service delivery for complex fund tax matters, including experience with 1120 RIC/1065 returns and K-1s, along with CPA/EA/JD/LLM credentials and a Bachelor's in Accounting.
Required Qualifications
- Minimum eight years of recent experience in mutual fund tax
- Bachelor's degree in Accounting; Licensed CPA, EA or JD/LLM (or eligible with one year to obtain)
- Prior experience in Mutual Fund and/or investment partnership
- Proficient in taxation of corporations, partnerships, and other flow-through entities including review of 1120 RIC and 1065 tax returns, Schedule K-1
- Strong verbal and written communication skills
- Experience managing multiple client engagements and client service teams
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