Senior Manager, WNT Estates, Gifts & Trusts
Listed on 2025-12-05
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Finance & Banking
Accounting & Finance, Tax Manager
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At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges.
Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm.
KPMG is currently seeking a Senior Manager/Director to join our Estates, Gifts, and Trusts group within our Washington National Tax (WNT) practice.
Responsibilities:
- Work closely with KPMG professionals from our offices around the country as well as KPMG International member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international transfer and trust tax
- Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family offices on their estate and trust planning matters
- Prepare technical analyses/memoranda, private letter ruling requests, and tax opinions
- Collaborate with other groups in WNT
- Instruct internal firm courses and author articles
- Minimum eight years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, the IRS/Treasury, and/or a bank or corporation
- Bachelor's degree 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
- Outstanding research and verbal and written communication skills with the ability to convey complex tax concepts to fellow professionals who work in other areas of tax and clients who may not possess a technical tax background
Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of 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. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off;
one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at “Benefits & How We Work”.
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