Associate Director, Tax Research and Planning

Associate Director, Tax Research and Planning

Join KPMG US to apply for the Associate Director, Tax Research and Planning role.

Known for being a great place to work, KPMG provides audit, tax, and advisory services for organizations in today's most important industries. Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and supports our communities.

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.
• 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 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 is required; a master's degree in tax or accounting is preferred; licensed 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, PowerPoint, and Word are required, including spreadsheet functions, sorting/filtering data, and analysis;
  PowerPoint skills include creating charts and layouts to support tax planning opportunities.
• Detail‑oriented, collaborative 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; KPMG will not sponsor U.S. work visas for this opportunity.

Mid‑Senior level

Part‑time

General Business

California Salary Range: $124,000 – $259,000.

Comprehensive benefits package including medical, dental, vision, disability, life insurance, 401(k), and personal well‑being benefits. Personal Time Off, holiday schedule, and annual breaks are provided per fiscal year.

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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 complies with all applicable federal, state and local laws regarding recruitment and hiring.

No phone calls or agencies please.