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Senior Associate, Asset Management
Senior Associate, Asset Management-April 2024
San Francisco
Apr 21, 2025
ABOUT KPMG
KPMG’s commitment to DEI is a strategic imperative and is rooted in our vision to have a diverse workforce in which our professionals can reach their fullest potential in an inclusive work environment
10,000+ employees
Consulting, Client Services
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About Senior Associate, Asset Management

  Business Title: Senior Associate, Asset Management

  Requisition Number: 109029 - 11

  Function: Tax Services

  Area of Interest:

  State: CA

  City: San Francisco

  Description:

  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 (https://tax.kpmg.us/content/tax/en/index.html) practice.

  Responsibilities:

  Support Tax Managers and Partners in the day-to-day management of client portfolio

  Take responsibility for overall engagement planning and job administration

  Keep management informed on the progress of important engagement and client relationship issues

  Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met

  Execute various aspects of compliance with moderate to minimum direction from management

  Supervise several associate staff members on large and complex engagements when appropriate

  Qualifications:

  A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting

  Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university

  Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations

  Exceptional skills in reviewing 1065 and 1120-RIC tax returns

  Ability to meet challenging client requirements and provide services

  Strong communication, interpersonal, analytical, and research abilities

  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, the firm 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 the firm publishes a calendar of holidays to be observed during the year and provides two firmwide 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 (https://www.kpmguscareers.com/why-kpmg/#benefits) '.

  Follow this link to obtain salary ranges by city outside of CA: https://www.kpmg.us/work-for-kpmg/pay-transparency.html/?id=M310U-4

  KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-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 ( https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf) contains further information regarding the firm'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.

  KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

  GL: 5

  GF: 15300

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