• Lead and manage complex SALT engagements across sales & use, state income, and franchise tax • Serve as a trusted advisor on nexus, apportionment, taxability, and multi-state planning • Oversee review of returns, provisions, and technical memoranda • Lead audit defense, VDAs, and tax controversy engagements • Advise on income/franchise tax implications including state filings, apportionment methodologies, and planning strategies • Develop and maintain strong client relationships; identify growth opportunities • Mentor and develop Managers and staff; help build a high-performing team • Support practice growth initiatives, process improvements, and potential business development efforts

• Own tax compliance for an existing book of client work, transitioning responsibility fully in-house from outside providers • Prepare, review, and sign off on tax returns independently • Serve as the tax advisor inside client meetings, including Roth conversion discussions, estate planning conversations, and advisory work alongside the financial planning team • Build the internal workflows, processes, and standards that will govern the tax function going forward • Participate in business development efforts • Lay the groundwork for an internal bookkeeping function as the firm scales

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. • Must be able to work independently as well as within a team. • Senior Tax Associate must be professional at all times and will have recurring direct client contact. • This position involves critical thinking and attention to detail. • The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines. • Increased complexity level of projects. Must demonstrate ability to take a messy trial balance and provide AJEs to correct it. • Prepare complete and accurate returns. Review others’ returns. • Prepare documentation to support tax return calculations. • Ability to mentor Tax Associates. • Reviewing data input, identifying, and resolving technical issues. • Work closely with managers and partners and keep team informed on status. • Increased level of client communication while working on their tax return, and potentially throughout multiple years. • Understand federal, state, and local tax codes. • Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well. • Share your ideas and opinions with your team. • Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

Role Description KPMG’s Financial Services (FS) Corporate Tax team is growing, and we’re looking for a Senior Manager who wants to help shape the future of our practice. We work with an impressive portfolio of UK and global banks, insurers and asset managers, delivering complex advisory and compliance work and supporting clients through a rapidly evolving tax landscape. As a Senior Manager, you’ll play a key role in delivering high quality tax advice to our financial services clients and supporting the continued growth of the practice. Your work will be varied, stimulating and advisory focused. - Leading and delivering corporate tax advisory engagements for FS clients - Providing tax technical advice, including Pillar Two support where required - Managing and reviewing corporate tax and Pillar Two compliance (optional, for those interested) - Building and managing client relationships, including commercial and portfolio oversight - Supporting tax audit work for our financial services audit clients - Contributing to business development and helping to win new client work You will have autonomy, client ownership and exposure to a broad range of projects from day one. Qualifications - Operating at Senior Manager level (or equivalent) with strong UK corporate tax experience - CTA and/or ACA/CA qualified (or equivalent HMRC/legal/international qualification) - Strong technical understanding of UK corporate tax, with the ability to research and resolve complex issues - Excellent communication skills and confidence interacting directly with clients - Ability to manage, coach and develop junior team members - Experience managing client portfolios, maintaining financial discipline and identifying opportunities Benefits - A strong pipeline of advisory and project based work - Exposure to major UK and global FS clients - Supportive, knowledgeable team with a national presence - Opportunities to progress, lead and shape client relationships