Senior Manager, Mutual Fund Tax
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-09-17
Listing for:
KPMG LLP
Full Time
position Listed on 2026-09-17
Job specializations:
-
Finance & Banking
Tax Manager, Accounting & Finance, Tax Advisor, Accounting Manager -
Accounting
Tax Manager, Accounting & Finance, Tax Advisor, Accounting Manager
Job Description & How to Apply Below
KPMG is currently seeking a Senior Manager to join our Business Tax Services practice.
Responsibilities- Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients
- Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects
- Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients
- Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects
- Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team
- Act as a coach and mentor to other tax professionals
- Minimum eight years of recent experience in mutual fund tax
- Bachelor's degree in Accounting from an accredited college/university;
Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list - Prior experience in Mutual Fund and/or investment partnership
- Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1
- Strong verbal and written communication skills, with the ability to articulate complex financial information
- Experience managing multiple client engagements and client service teams
Position Requirements
10+ Years
work experience
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