Senior Associate, NYFS Mutual Fund Tax

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 Associate to join our Business Tax Services practice.

Responsibilities:

• Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review Regulated Investment Company fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps; prepare income and capital estimates of RIC distributions
• Review work papers and other documents to support client deliverables
• Review disclosures included in semi-annual financial statements
• Review quarterly and annual IRC asset compliance testing
• Participate in technical training to develop skills
• Develop investment tax and other accounting skills

Qualifications:

• A minimum of three years of experience of mutual fund tax
• BS/BA degree in accounting/finance or equivalent work experience
• Understanding of accounting and tax concepts, practices, and procedures is required
• Strong client service skills, team attitude and attention to detail
• Ability to understand financial statements and fund accounting reports and spreadsheets
• Proficient in Microsoft Excel and Word

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