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Tax Associate or Senior Associate, Private Client Services (Family Office)

Company: KPMG
Location: Minneapolis
Posted on: June 13, 2021

Job Description:

At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic team within a collaborative, future forward environment at one of the world's top tax firms. Be surrounded by deep tax knowledge and equipped with the latest in cutting-edge tax technologies. And join an extensive network of functional, industry, legislative and technical specialists with access to our Ignition Centers, where technology innovation accelerates. We welcome people with a passion for tax, a spirit for new thinking, and a commitment to providing outstanding client service today, and tomorrow.

KPMG is currently seeking a Tax Senior Associate to join our Family Office Tax practice.


  • Provide holistic tax compliance and consulting services for family office structures, privately held businesses, their owners and families
  • Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns
  • Research tax planning opportunities to retain and/or grow wealth to help clients make informed strategic decisions based on their personal objectives
  • Train, mentor, and supervise new and experienced-level staff
  • Participate in and contribute to marketplace eminence building activities
  • Contribute to the growth, experience and institutional knowledge of the Family Office and Private Client Services tax practice


  • Minimum of three years of focus on high net worth individuals, flow-through entities or family office tax experience in an accounting firm, organization, and/or law firm
  • Bachelor's degree from an accredited college/university and licensed CPA or J.D. /LL.M.
  • Experience with individual, estate and gift, trusts and foundations, and partnership taxation
  • Excellent verbal and written communications skills and the ability to articulate complex information
  • Ability to handle multiple engagements and client service teams

KPMG 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, 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.

Keywords: KPMG, Minneapolis , Tax Associate or Senior Associate, Private Client Services (Family Office), Other , Minneapolis, Minnesota

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