Manager, Tax Research and Planning

KPMG - Charlotte, NC

Full-time - Manager

Charlotte, NC

Professional, Scientific, and Technical Services

About the position

KPMG is currently seeking a Manager, Tax Research and Planning to join our Finance & Accounting Partner Taxes organization. This role is pivotal in ensuring that our tax research resources and tools are updated and maintained effectively, which are extensively used by other departments within Firm Taxes, including Partnership Tax Matters (PTM) and Partner Tax Services (PTS). The successful candidate will be responsible for staying abreast of current tax law changes and developments, which is crucial for the firm's compliance and strategic planning. In this position, you will develop excel-based models to project the tax impact of proposed or enacted tax law changes, both for the firm and its partners. Collaboration is key, as you will work closely with members of PTM and PTS to ensure that tax positions are accurately reflected in tax returns and compliance deliverables. Additionally, you will document and organize tax research positions, which will serve as a reference for the team and contribute to the overall efficiency of the tax planning process. You will also coordinate with various departments, including Finance, Human Resources, and Global Location and Expansion Services (GLES), to maintain the firm's compliance with various tax credits and incentive programs. This includes reviewing monthly and quarterly data reports to substantiate the firm's compliance with these programs. Your role will be integral in supporting the firm's commitment to delivering real results for our clients while fostering an inclusive and innovative work environment.

Responsibilities

• Update and maintain research-related resources and tools for Firm Taxes.
• Develop excel-based models to project tax impacts of proposed or enacted tax law changes.
• Collaborate with PTM/PTS members to ensure accurate tax positions in tax returns and compliance deliverables.
• Document and organize tax research positions.
• Coordinate with Finance, Human Resources, and GLES to maintain compliance with tax credits and incentive programs.
• Review monthly and quarterly data reports for compliance substantiation.

Requirements

• Minimum four years of recent federal, multi-state, and local tax experience preferred.
• Federal and state partnership experience preferred; high net worth individual tax experience preferred.
• Bachelor's degree in accounting or finance required; Master's degree in tax or accounting preferred; Enrolled Agent or CPA preferred.
• Technical skills in Microsoft Excel, Microsoft Word, and Adobe Acrobat Pro required.
• Detailed-oriented and collaborative-minded professional.

Benefits

• Medical and dental plans
• Vision coverage
• Disability and life insurance
• 401(k) plans
• Personal well-being benefits to support mental health
• Personal Time Off per fiscal year
• Firmwide breaks during the year without using Personal Time Off
• Calendar of holidays observed during the year