US Tax Associate for High Net Worth Individuals

US Tax HNI - Associate 1

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

·Collect/convert tax compliance data for the clients. Analyze data and prepare work papers based on professional standards ·Determine the accuracy/completeness of the compliance product, perform quality assurance procedures, and prepare the product for delivery ·Help 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. ·Assist professionals in using technological tools. ·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.

Educational qualifications

·Minimum Master Degree from reputable universities with excellent academic result, majoring in Accounting or Finance ·Aspiring towards a CPA or Enrolled Agent designation will be an added advantage

Mandatory  technical & functional skills

·Understanding of US tax and regulation; any US tax related experience will be an added advantage ·Ability to analyze basic tax and accounting information

Key behavioral attributes/requirements

·Excellent analytical, advisory, verbal and written communication skills with the ability to articulate simple information. ·Willing to work hard, enthusiastic and self-motivated ·Able to work in fast moving & demanding environment and self-motivated. ·Strong commitment, multi-tasking and a team player. ·Highly proficient in MS Office (especially in excel, word and power point). ·Ability to thrive in a dynamic team environment ·Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. ·Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines. ·Strong organizational skill and attention to detail.

Preferred technical & functional skills

•Knowledge on Financial Services sector from US tax perspective is an added advantage. •An awareness of and an interest in the US political and economic environment.

Experience Level

Mid Level