Tax Assistant - Private Client (US Team)

Tax Assistant - Private Client (US Team) London, England

KPMG-UnitedKingdom
Full Time London, England 36797 - 44791 GBP ANNUAL Today
Job description

Job description

Why KPMG?

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people - their different perspectives, experiences, and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets - we're making bold changes to who we are and what we do. Be part of it.

We are looking to recruit a client services assistant ('CSA') in our new US private client tax team. When working in client facing teams, we need to ensure that onboarding compliance for new and existing clients is undertaken efficiently and accurately, and that ongoing tax return and deadline requirements are met. Recruiting a CSA will help us achieve that and is a fundamental role within the organisation as well as to assist in developing a new team and growth targets.

Roles and Responsibilities

The successful candidate will be responsible for being the main point of contact within the team for onboarding, engagements, and filing returns and associated forms.
  • Packaging tax returns and associated filings for clients; uploading to the client portal.
  • E-filing extensions and tax returns throughout the year for each US tax deadline
  • Tracking clients' deadline requirements and assist the team with prioritising client lists.
  • Tracking status of tax returns throughout the tax season for both US and UK tax filings.
  • Assist in setting up client codes within the system and creating files for each potential and engaged client.
  • Regularly manage potential new clients.
  • Develop a strong understanding of the firm's onboarding processes, from initial contact, through to full engagement, as well as the client risk assessment process and the KYC requirements.
  • Assist in requesting and collating relevant documentation from clients to fulfil the requirements of each stage through engagements.
  • Draft KYC forms, risk forms, engagement letters and submit through Docusign, based on information provided by the team.


What we want from you
  • Currently in a similar role in an accountancy/tax firm.
  • Experience in working with US and UK tax deadlines, including filing US extensions and US and UK tax returns.
  • Effective time management and the ability to manage multiple onboarding tasks within required timeframes.
  • Good IT capabilities
  • Pro-active and enthusiastic, as well as having effective communication and interpersonal skills.
  • An understanding of engagement processes and risk requirements (including KYC) for onboarding prospective clients.

Tax Assistant - Private Client (US Team)
KPMG-UnitedKingdom

https://us-jobs.kpmg.com/careers
New York, United States
Paul Knopp
$25 to $50 million (USD)
1001 to 5000 Employees
Company - Private
Business Consulting
1987
Related Jobs

All Related Listed jobs

Production Operator (Header, Groover and Grinder) - Night Shift
Lisi Aerospace Rugby, England 37000 GBP ANNUAL Today

Grade/Salary: *Grade 2, competitive salary inclusive of night shift premium. Start and stop the machine(s) in a safe manner. Job Types: Full-time, Permanent.

Research Assistant: Evidence Synthesis
University of Oxford Oxford, England 30502 - 36386 GBP ANNUAL Today

You will have an undergraduate degree (2:1 or 1st) in a relevant area (medical sciences, biomedical science, experimental psychology), along with expertise in

Warehouse Assistant
ASDA Derby, England 11.11 GBP HOURLY Today

As a Warehouse Assistant, you'll be responsible for unloading deliveries, replenishing stock so products are always available for our customers, and ensuring

Software Engineering Intern
Synopsys Belfast, Northern Ireland Today

In particular, the job will include researching security defects, writing analysis rules for detecting these defects in Rust, testing and evaluating the results

Office Co-ordinator
Midlands Partnership NHS Foundation Trust Cannock, England 23949 - 26282 GBP ANNUAL Today

Career development opportunities and coaching plus access to in house training programs. You must also be able to manage your own workload and ensure