Senior Associate - US High Net Worth Individual Taxation

US HNI Senior Associate

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

·Tax Senior are responsible for preparing and reviewing Individual, Trust, Estate and Gift tax returns and assisting in reporting and MIS activities.·Support Service implementations from start to finish (planning, executing, directing, and completing tax projects).·In depth knowledge of current tax legislation across US Individual, Partnership trust, estate and gift tax.·Prepare complex individual income tax returns, Gift, Trust and Estate tax returns for ultra-high net-worth individuals and Family Offices (HNI).·Conduct Quality Reviews of returns prepared by staff.·Proactively interact with key client engagement team to gather information and resolve tax-related problems·Gain understanding of client operations, processes, and business objectives.·Advise clients and be responsible for delivering high quality tax service and advice·Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients and perform other job-related duties, as necessary.·Train New joiners on Individual taxation.

Educational qualifications

·Minimum Master Degree from reputable universities with excellent academic result, majoring in Accounting or Finance·Enrolled Agent or, Pursuing Enrolled Agent Certification will be added advantage.·Minimum of 3+ years of professional experience in ultra-high net worth individual (HNI) and/or trust and estate tax experience preferably in Big 4 accounting firm.·Strong tax accounting skills with proficiency in US tax compliances & regulations.·Proficiency in Microsoft Office software programs, including spreadsheet programs (i.e., Excel).·Deep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plus.

Experience Level

Senior Level