Associate Director, Tax Research and Planning

Associate Director, Tax Research and Planning

Join KPMG US as Associate Director, Tax Research and Planning. Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services, delivering real results for clients while fostering an inclusive, innovative culture.

• Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K‑1s, supporting Partner Tax Services and Partner Tax Matters group.
• Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
• Document tax research positions and collaborate with firm experts on federal and state issues to ensure compliance with all tax regulations and deadlines.
• Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
• Respond to inquiries from tax authorities to efficiently resolve tax issues.
• Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.

• Minimum seven years of recent federal and state individual tax experience with in-depth knowledge of partnership federal and state schedule K‑1s.
• Bachelor's degree in accounting or finance required; master’s degree in accounting or tax preferred; CPA or enrolled agent preferred.
• High‑net‑worth individual tax experience preferred.
• Proficiency in tax research software such as Westlaw, Bloomberg, and CCH.
• Microsoft Excel, PowerPoint, and Word skills required, including advanced spreadsheet functions and data analysis.
• Detail‑oriented, collaborative, proactive problem‑solver.
• Authorized to work in the U.S. without need for employment‑based visa sponsorship.

KPMG is an equal‑opportunity employer. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

KPMG offers a comprehensive benefits package that may include medical, dental, vision, disability and life insurance; a 401(k) plan; and personal well‑being resources. Additional benefits and details are available on the KPMG US Careers site.