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Senior Manager, Mutual Fund Tax
Senior Manager, Mutual Fund TaxVeterans Staffing • Cleveland, OH, US
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Senior Manager, Mutual Fund Tax

Senior Manager, Mutual Fund Tax

Veterans Staffing • Cleveland, OH, US
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Senior Manager

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 and 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 to join our Business Tax Services practice. Responsibilities include :

  • Build and manage client relationships while managing a portfolio of large clients and acting as a first point of contact for internal and external clients.
  • Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals / assistants working on client projects.
  • Assess the tax impact on clients, develop tax arguments to support conclusions, and suggest recommendations to clients.
  • Oversee risk and financial performance of engagement, including billing, collections, and budget for assigned projects.
  • Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team.
  • Act as a coach and mentor to other tax professionals.

Qualifications :

  • Minimum eight years of recent experience in mutual fund tax.
  • Bachelor's degree in Accounting 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.
  • Prior experience in Mutual Fund and / or investment partnership.
  • Proficient in the taxation of corporations, partnerships, and other flow-through entities including reviewing 1120 RIC and 1065 tax returns, including Schedule K-1.
  • Strong verbal and written communication skills, with the ability to articulate complex financial information.
  • Experience managing multiple client engagements and client service teams.
  • 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.

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    Tax Senior Manager • Cleveland, OH, US

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