Associate Director, Tax Research and Planning

Associate Director, Tax Research and Planning

Join the Associate Director, Tax Research and Planning role at KPMG US
. KPMG provides audit, tax and advisory services for organizations in today's most important industries, delivering real results for our clients. Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and supports our communities.

• 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‑saving 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 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, PowerPoint and Word required;
  Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and data analysis;
  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.

KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding salary ranges. If required, ranges displayed below or via the URL are specifically for those potential hires who will work in the listed location. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior experience, certain degrees and certifications, and market considerations.

KPMG is proud to offer a comprehensive, competitive benefits package, including medical, dental, vision, disability, life insurance, 401(k) plans and a robust suite of personal well‑being benefits. Benefits are based on eligibility.

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 laws. No phone calls or agencies please.

Recruiting is on a rolling basis. Candidates are considered as they apply until the position is filled. Candidates are encouraged to apply expeditiously.