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Senior Manager, Estates, Gifts & Trusts

KPMG - San Francisco, CA

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Job Description

At KPMG, you have the opportunity to become a vital part of a vibrant team within one of the world's leading tax firms. We foster a collaborative and forward-thinking culture that empowers your success. Collaborate with KPMG's extensive network of specialists and leverage our Ignition Centers, where deep industry insights meet innovative technologies to develop cutting-edge tax solutions. Join a diverse team that assists high-profile clients in navigating complex business opportunities and challenges. Enhance your career through a variety of multifaceted projects, formal training, and informal mentoring. At KPMG, we prioritize investing in our culture, which ultimately benefits our people, our future, and defines what we stand for as a firm. KPMG is currently seeking a Senior Manager/Director to join our Estates, Gifts, and Trusts group within our Washington National Tax (WNT) practice. Responsibilities: Collaborate with KPMG professionals nationwide and KPMG International member firms to provide guidance on estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international trust and transfer tax compliance and planning. Support the Private Enterprise and Family Office Practice by assisting privately held business owners and family offices with their estate and trust planning needs. Prepare technical analyses, private letter ruling requests, and tax opinions. Work in concert with other groups within WNT to deliver comprehensive solutions. Lead internal training sessions and author insightful articles in your area of expertise. Qualifications: Minimum of eight years of relevant experience in estate, gift, and trust taxation, with a background in law firms, accounting firms, the IRS/Treasury, banks, or corporations. Bachelor's degree from an accredited college or university. Possession of a licensed CPA, EA, or JD/LLM, along with other credentials listed on KPMG's approved credential list. Candidates must obtain at least one of the approved designations within one year of hiring if they do not possess one at the time of hire. Exceptional research, verbal, and written communication abilities, especially the capacity to articulate complex tax concepts to both technical and non-technical audiences. KPMG offers a comprehensive benefits package designed to support your well-being and lifestyle. Our offerings include medical and dental plans, vision coverage, life insurance, 401(k) plans, and various personal well-being benefits. We provide Personal Time Off annually, along with observance of designated holidays and two firmwide breaks each year. At KPMG, we celebrate diversity and are an equal opportunity employer. We adhere to all recruitment and hiring laws, ensuring fair consideration for all qualified applicants. We assess candidates on a rolling basis, and you're encouraged to apply as soon as possible for roles that match your qualifications and interests.

Created: 2026-03-04

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