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Associate Director, Tax Research and Planning
Associate Director, Tax Research and PlanningKPMG • Rochester, NY
Associate Director, Tax Research and Planning

Associate Director, Tax Research and Planning

KPMG • Rochester, NY
30+ days ago
Job type
  • Full-time
Job description

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.


KPMG is currently seeking an Associate Director, Tax Research and Planning to join our Firm Tax team.

Responsibilities:

  • 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 in the preparation of federal and state tax returns
  • 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 effectively and efficiently resolve tax issues
  • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications:

  • 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 from an accredited college or university is tax or accounting is 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, Microsoft PowerPoint, and Word required; Microsoft Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts and analysis to support tax planning opportunities
  • Detailed-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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. 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 KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two 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. Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=1116_9_25
California Salary Range: $124000 - $259000
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. 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. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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Associate Director Tax Research and Planning • Rochester, NY

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