US High Net Worth (HNI) Tax Associate

US HNI Associate 2

The KPMG Global Services (KGS) Tax is a diverse team spread across multiple cities in India. We provide tax and compliance services to KPMG Firms globally. Our core services include Business Tax, Global Mobility, Indirect Tax, Global Transfer Pricing, Global Trade Compliance and Tax Technology delivered by our professionals, who are known for their technical acumen and business insights to deliver exceptional client service.

Through your work, you’ll build a global network and unlock opportunities that you may not have thought possible with access to great support, vast resources, and an inclusive, supportive environment to help you reach your full potential.

Roles & responsibilities

·Help KPMG High net worth (HNI) or partnership clients meet their state and federal tax obligations. This include examining financial records - such as income statements and expenditure documentation - to determine clients’ obligations, collaborating with colleagues to prepare tax returns, and filing appropriate paperwork, all the while providing excellent customer service.·Also make recommendations on ways to streamline operations and increase client satisfaction.·Collects, assimilates, and analyzes data and uses standard processes and tools to help surface and support solutions in the Tax business.·Develops knowledge of current tax legislation across US Individual, partnership, estate and gift tax.·Prepares tax provisions using technical skills to accurately complete calculations and follow Firm policies and procedures.·Recognizes the key capabilities required to deliver a high-quality service experience to the client.·Demonstrates strong commitment to personal learning and development; acts as a brand ambassador to help attract top talent.·Understands key business accounting concepts such as depreciation, provisions and has a fair understanding of financial statements.·Proficient on CCH, Sureprep, BNA and other Tax Compliance tools

Educational qualifications

·Minimum Master’s Degree from reputable universities with excellent academic result, majoring in Accounting or Finance Experience·Aspiring towards a CPA or Enrolled Agent designation will be added advantage·The candidate must have 12 to 18 months of relevant experience in a similar role, preferably in a Big 4 Firm·Ability to analyze basic tax and accounting information

Experience Level

Mid Level