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Senior Associate, Mutual Fund Tax

Date Posted: Jun 23, 2026
: USD - USD
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Job Detail

  • location_on
    Location Boston, Massachusetts, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026
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Job Description

Overview

KPMG is seeking a Senior Associate to join their Business Tax Services practice in Boston, focusing on mutual fund tax activities. The role involves collaborating with a diverse team to help high-profile clients navigate complex tax compliance and regulatory challenges while benefiting from a future-oriented culture that emphasizes professional growth and development.

Key responsibilities

  • Review tax provision and distribution work papers for Regulated Investment Companies (RIC)
  • Examine the taxability of investment income/expenses and securities transactions
  • Prepare income and capital estimates of RIC distributions
  • Review financial statement disclosures and other supporting documents
  • Conduct quarterly and annual IRC asset compliance testing
  • Participate in technical training to develop tax and accounting skills

Required skills

  • A minimum of three years of experience in mutual fund tax
  • BS/BA degree in accounting/finance or equivalent work experience
  • Strong understanding of accounting and tax concepts
  • Proficient in Microsoft Excel and Word
  • Strong client service skills and attention to detail
  • Ability to understand financial statements and fund accounting reports

What the company offers

  • Comprehensive and competitive benefits package
  • Medical and dental plans
  • Vision coverage, disability and life insurance
  • 401(k) plans
  • Personal Time Off and holiday breaks
  • Robust suite of personal well-being benefits

Skills Required

Company Overview

KPMG
Chicago, Illinois, United States of America
125 Current Jobs Openings

KPMG is a global network of professional services firms providing audit, tax, and advisory services. With a commitment to fostering innovation and talent development, KPMG supports its employees with ample opportunities for advancement and skill enha... Read More

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