Manager, Tax Research and Planning

KPMG - New York, NY

Full-time - Manager

New York, NY

Professional, Scientific, and Technical Services

About the position

KPMG is seeking a Manager for Tax Research and Planning within its Finance & Accounting Partner Taxes organization. This role focuses on maintaining tax research resources, developing tax impact models, ensuring compliance with tax laws, and collaborating with various departments to support the firm's tax strategies and compliance efforts.

Responsibilities

• Update and maintain research-related resources and tools for current tax law changes and developments.
• Develop excel-based models to project the tax impact of proposed or enacted tax law changes.
• Collaborate with members of PTM/PTS to ensure tax positions are accurately reflected 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 data reports to substantiate compliance.

Requirements

• Minimum four years of recent federal, multi-state, or 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; Excel skills include creating spreadsheets and analyzing data; Word skills include document creation and layout; Acrobat Pro skills include PDF creation and editing.
• Detail-oriented and collaborative-minded professional.
• US Citizenship required.

Benefits

• Medical and dental plans
• Vision coverage
• Disability and life insurance
• 401(k) plans
• Personal Time Off per fiscal year
• Firmwide breaks during the year
• Comprehensive well-being benefits to support mental health