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1037 - Senior Associate, Tax Data Automation & Reconciliation

Dallas, Texas

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1037 - Senior Associate, Tax Data Automation & Reconciliation

Requisition #: 131449

Practice Area: Tax

Location: Atlanta, GA; Chicago, IL; St Louis, MO; Charlotte, NC; Columbus, OH; Portland, OR; Nashville, TN; Dallas, TX; Houston, TX; McLean, VA

<p>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.</p>
<div><p>KPMG is currently seeking a Senior Associate to join our <a href="https://tax.kpmg.us/content/tax/en/index.html" target="_blank">Business Tax Services</a> practice.</p><br><br></div><div><strong>Responsibilities:</strong></div><ul><li>Accountable for a group of clients using KPMG Securities Analyzer (SA), KPMG’s proprietary book-to-tax adjustment system, automating wash sales, and other tax adjustments; including reviewing monthly reconciliations, working with engagement teams on timely and accurate deliverables</li><li>Drive efficiencies across the full life cycle of deliverables while reducing overall costs and risks</li><li>Work with SA leadership to further develop the overall Center of Excellence strategy including the standardization of processes, improvement of internal controls, and enabling our people to drive quality</li><li>Interface with external clients, internal stakeholders, and team members in all phases of deliverables and manage client expectations</li><li>Support go-to-market efforts and client onboardings for SA as needed</li><li>May oversee work product, manage deadlines, expectations, and often contribute to staffing decisions and supervise the work performed by more junior staff</li></ul><div><br></div><div><strong>Qualifications:</strong></div><ul><li>Minimum two years of recent experience with a combination of mutual fund accounting and technology experience gained in a well-regarded audit, tax or advisory services firm, asset management firm or technology service provider</li><li>Bachelor’s degree from an accredited college/university or equivalent work experience</li><li>Having, or working on obtaining, one of the following credentials is a plus; CPA , ENR AGT (Enrolled Agent), MTX (Masters in Taxation), MBA (Masters of Business Administration), MS in Computer Science, or JD / LLM</li><li>Knowledge of tax compliance or fund accounting with an understanding of Fund Accounting systems such as InvestOne, MCH, or Geneva is a plus</li><li>Ability to develop and understand overall strategy linking closely to tax’s overall business strategy and key success measures</li><li>Must possess advanced analytic skills</li></ul>
<p>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 <a href="https://resources.kpmguscareers.com/EEO.pdf" target="_blank" style="color: rgb(0, 125, 188);">attached link</a> contains further information regarding KPMG’s compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.</p> <p>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.</p> <p>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.</p>

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