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Senior Associate, Alternative Investments

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firmKPMG is currently seeking a Senior Associate to join our Business Tax Services practice.Responsibilities:• Support Tax Managers and Partners in the day-to-day management of client portfolio• Take responsibility for overall engagement planning and job administration• Keep management informed on the progress of important engagement and client relationship issues• Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met• Execute various aspects of compliance with moderate to minimum direction from management• Supervise several associate staff members on large and complex engagements when appropriateQualifications:• A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting• Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), accounting procedures, and partnership tax regulations• Exceptional skills in reviewing 1065 and 1120-RIC tax returns• Ability to meet challenging client requirements and provide services• Strong communication, interpersonal, analytical, and research abilitiesKPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at “Benefits & How We Work”.Follow this link to obtain salary ranges by city outside of CA:https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B_4_24California Salary Range: $66800 - $131100KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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What You Should Know About Senior Associate, Alternative Investments, KPMG US

Are you ready to take your career to new heights? KPMG is seeking a Senior Associate in Alternative Investments to join our dynamic team in Santa Clara, CA! At KPMG, you’ll find a collaborative and forward-thinking culture that thrives on empowering your success. As a Senior Associate, you will play a vital role in shaping innovative tax solutions alongside a diverse group, tackling complex challenges for high-profile clients. You’ll support Tax Managers and Partners by managing client portfolios, engaging in planning and administration of engagements, and supervising fellow associates. With KPMG's extensive resources, including our Ignition Centers, you will gain access to cutting-edge technologies and deep industry insights! Our ideal candidate has robust experience in investment partnership and/or mutual fund tax, with a solid understanding of GAAP and partnership tax regulations. If you’re passionate about growth, learning, and mentorship in a culture that values its people, KPMG is the perfect place for you to shine. Join us in our mission to invest in our employees, our future, and what we stand for. Let’s create impactful tax solutions together!

Frequently Asked Questions (FAQs) for Senior Associate, Alternative Investments Role at KPMG US
What responsibilities does a Senior Associate in Alternative Investments at KPMG handle?

As a Senior Associate in Alternative Investments at KPMG, your primary responsibilities include supporting Tax Managers and Partners in managing client portfolios and overseeing the engagement planning and execution. You will audit tax provisions, review working papers, and ensure compliance with regulations, while also supervising associate staff on complex engagements. This role is crucial for maintaining strong client relationships and ensuring that the firm's standards are met.

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What qualifications are required for the Senior Associate position at KPMG?

To qualify for the Senior Associate, Alternative Investments position at KPMG, candidates should have a minimum of three years of experience in investment partnership or mutual fund tax in public accounting. A bachelor’s degree in finance or accounting is required, and additional qualifications such as a J.D., LL.M. in taxation, or a Masters in Taxation (MST) are preferred. Applicants should also have strong analytical skills and a comprehensive knowledge of tax regulations.

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How does KPMG support career development for Senior Associates?

KPMG is committed to investing in the professional growth of its employees, particularly for Senior Associates in Alternative Investments. The firm offers a range of training opportunities, mentorship programs, and access to resources like Ignition Centers, where you can enhance your skills. The collaborative culture at KPMG encourages continuous learning and development, allowing you to cultivate your expertise and advance your career.

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What is the work environment like for a Senior Associate at KPMG?

The work environment for a Senior Associate in Alternative Investments at KPMG is dynamic and inclusive. At KPMG, the culture is built on collaboration and innovation, fostering a supportive atmosphere where everyone's contributions are valued. Employees can expect to work with a diverse group of professionals on challenging projects, with access to the latest industry knowledge and technology.

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What benefits does KPMG offer to its employees, particularly in the Senior Associate role?

KPMG provides a competitive benefits package tailored to meet the needs of its employees. As a Senior Associate, you will have access to medical and dental plans, vision coverage, and 401(k) options. Additionally, the firm emphasizes mental health and well-being by offering various personal well-being benefits. KPMG also provides generous personal time off and observes a set calendar of holidays to ensure work-life balance.

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Common Interview Questions for Senior Associate, Alternative Investments
Can you explain your experience with investment partnership tax at KPMG?

To effectively answer this question, highlight specific projects you've managed, the complexities involved, and how your background aligns with KPMG's focus on innovative solutions. Detail your understanding of partnership tax regulations and any successful outcomes you've achieved in past roles.

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How do you stay current with tax regulations and compliance issues?

Discuss the various resources you engage with, such as industry publications, webinars, and professional associations. Emphasize your commitment to continuous learning and any specific tools or strategies you use to monitor changes in tax regulations that affect your work as a Senior Associate.

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Describe a challenging client engagement you managed. What was your approach?

When answering this question, outline the challenges faced, the strategies you employed to address them, and the results. Provide specific examples of how you adapted to changes and communicated with stakeholders to ensure a successful outcome.

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What role does effective communication play in your work as a Senior Associate?

Effective communication is pivotal for a Senior Associate. Discuss how you utilize communication skills to explain technical tax concepts to clients, collaborate with team members, and ensure that all aspects of engagements are clearly outlined and understood. Highlight specific instances where your communication skills have made a significant difference.

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How do you prioritize tasks when managing multiple client engagements?

To demonstrate your organizational skills, explain your task management strategies. Talk about tools you use, such as project management software or methodologies for prioritization. Emphasize your analytical approach to ensure that urgent matters are addressed without compromising quality.

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What key skills do you believe are essential for a Senior Associate at KPMG?

Identify several key skills such as analytical abilities, attention to detail, and strong communication skills. Support your answer with examples from your experience and explain how these skills contribute to the success of a Senior Associate in a complex environment like KPMG.

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Describe your approach to mentoring junior associates.

Discuss your commitment to fostering a positive learning environment for junior associates. Describe specific mentoring techniques you employ to guide them, share resources, provide feedback, and help them develop their skills while emphasizing the reciprocal nature of mentorship.

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Have you ever disagreed with a team member? How did you handle it?

Reflect on a specific instance where a disagreement occurred, and explain how you approached the situation professionally. Focus on the importance of dialogue, understanding differing perspectives, and working collaboratively to find a resolution that benefited the team and the client.

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What attracted you to apply for the Senior Associate position at KPMG?

Tailor your response to reflect both your professional goals and the values upheld by KPMG. Discuss the appeal of contributing to a firm known for its innovative practices and supportive culture, as well as your desire to work with high-profile clients on complex projects.

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How do you ensure timely compliance with tax regulations?

Share your proactive strategies for compliance management, such as setting internal deadlines, utilizing checklists or reminders, and staying informed about filing requirements. Illustrate your methodical approach to ensure that all engagements meet regulatory standards promptly.

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Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Performance Bonus
Family Medical Leave
Paid Holidays

KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States. With 90 offices and more than 29,000 employees and partners throughout the US, we’re leading the industry in new ...

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Full-time, on-site
DATE POSTED
December 18, 2024

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