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KPMG Manager/Senior Manager, Financial Services in San Francisco, California

Manager/Senior Manager, Financial Services

San Francisco, California

Requisition #: 43621

Practice Area: Tax

Location: San Francisco, CA

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 Manager/Senior Manager to join ourpractice.


  • Manage client portfolios of various size and scope; act as the first point of contact for internal and external clients

  • Manage teams of tax professionals/assistants working on client projects

  • Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer

  • Manage risk and financial performance of engagements, including billing, collections, and the budget for projects

  • Deliver high quality tax service and advice to clients

  • Assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients

Additional Responsibilities for Senior Manager:

  • Manage risk and financial performance of engagements including billing, collections, and project budgets

  • Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice


  • A minimum of five years of tax experience in the financial services industry supporting registered investment funds and alternative investments (investment partnership and or mutual fund tax experience)

  • Previous experience as a tax manager with a public accounting firm

  • Bachelor's degree from an accredited college/university; licensed CPA or J.D./LL.M. (Please note that any candidate hired by KPMG into this position that doesn't currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)

  • Proficiency in the taxation of regulated investment companies and partnerships

  • Applied working knowledge of U.S. GAAP, accounting procedures, and financial and tax accounting for investments

  • Excellent verbal and written communication skills with the ability to articulate complex financial information

Additional Qualifications for a Senior Manager:

  • A minimum of eight years of tax experience in the financial services industry supporting registered investment funds and alternative investments (investment partnership and/or mutual fund tax experience)

  • Experience mentoring and counseling staff-level team members

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, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. Thecontains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

Our Benefits


KPMG offers a range of medical insurance options to meet your needs as well as prescription drug coverage, health care flexible spending accounts, and dependent day care flexible spending accounts.

Personal Time Off (PTO)

Up to 30 PTO Days per year (depending on job classification/level/years of service).


  • 401(k) and Pension Plans

  • Dependent Care Flexible Spending Account

  • Health Care Flexible Spending Account

  • Mortgage Assistance Program

  • HomeBenefits@Work Program

  • Hyatt Legal Plan

  • Benefits vary by employment status.