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 for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It is also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair
360 and others. If you're as passionate about your future as we are, join our team.

KPMG is currently seeking an Associate Director, Tax Research and Planning to join our Firm Tax team.

• Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns
• 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 various 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 effectively and 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 from an accredited college or university in accounting or finance is required; master’s degree in tax or accounting is preferred. Enrolled agent or CPA preferred.
• High net‑worth individual tax experience preferred
• Proficient in tax research software such as Westlaw, Bloomberg, and CCH
• Computer proficiencies in Microsoft Excel, Microsoft PowerPoint, and Word required. Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data. PowerPoint skills include creating charts, layouts, and analysis to support tax planning opportunities
• Detail‑oriented and collaborative‑minded professional with a proactive approach to problem‑solving
• Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa)

KPMG LLP and its affiliates and subsidiaries comply with all local and state regulations regarding salary ranges. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations. KPMG offers a comprehensive, competitive benefits package designed to help you make the best decisions for yourself, your family, and your lifestyle.

Our Total Rewards package includes medical, dental, vision, disability and life insurance, a 401(k) plan, and personal well‑being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Each year KPMG also publishes a holiday calendar and provides two breaks where employees will not be required to use Personal Time Off: one at year end and one around the July 4th holiday.

Additional details about our benefits can be found on our U.S. Careers site.

KPMG is an equal‑opportunity employer. We comply with all applicable federal, state, and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual…