Associate, Tax Business Enablement Team
KPMG US
About the Role
At KPMG, 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.
Key Responsibilities
- Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management.
- Leverage and supervise the work of offshore resources and collaborate with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout.
- Analyze data, solve problems, handle communication and stakeholder interactions with discretion, and proactively address issues to ensure the smooth operation of engagements and realize business goals.
- Serve as the primary point of contact for the PMDs' portfolio, conducting detailed data analysis (including reviewing open opportunities, outstanding bills, investment reports, and unanticipated hours or expenses charged to an engagement) to provide strategic recommendations that drive engagement success and optimize firm revenue.
- Own the billing and reconciliation process for assigned clients, including determining correct bill rates and chargeable hours.
- Proactively initiate and manage billing based on independent analysis of engagement metrics, client preferences, and interpretation of the specific terms of engagement letters.
- Identify and supervise relevant KPMG member firm or other third-party activity when appropriate.
- Oversee the strategic set-up and maintenance of engagement opportunities, tailoring processes to meet specific client needs and compliance requirements while executing KPMG's pricing strategy.
- Develop pricing workbooks during engagement set-up and make informed decisions to optimize financial outcomes.
- Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success.
- Interact directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
- Coordinate administrative support for PMDs, leveraging Executive Assistants and other internal teams onshore and offshore.
- Proactively manage PMD calendars based on business priorities.
- Plan and coordinate client and internal meetings and events, including developing agendas, meeting support materials, selecting venues/meeting locations, and managing catering arrangements.
- Manage itineraries and travel arrangements, ensuring optimal use of time and resources.
- Ensure timely submission of expense reports and compliance with expense policies.
- Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Requirements & Tech Stack
- Minimum one year of recent work experience.
- Excellent technical skills, with demonstrated proficiency in Microsoft Office Suite.
- Ability to quickly learn and utilize new technology and tools.
- Strong verbal and written communication skills, capable of interfacing effectively with individuals at all organizational levels.
- Excellent data analysis and web-based research skills.
- Effective time and project management skills to ensure the successful management of multiple projects simultaneously.
- Demonstrated ability to independently address issues of moderate complexity.
- Ability to work autonomously and as a collaborative, productive member of a project team.
Qualifications
- Associate or Bachelor's degree in accounting, finance, or business administration from an accredited college/university, OR a minimum of three years of relevant work experience.
- Relevant work experience, preferably within a professional service or Tax business environment.