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Senior Associate

KPMG India.com

Office

Bangalore, Karnataka, India

Full Time

Roles & Responsibilities

We are recruiting for the Senior Associate position in the Information Reporting and Withholding (IRW) team. Working as a Senior in this team, your responsibilities will include:

•Validating various tax forms and creating reports with tax information of accounts •Review and validate forms received by clients from their account holders (IRS forms and other similar self-certifications). Form Type includes (W-8s, W-9s, CRS Entity and Individual Self-Certifications) •Reviewing reporting data for 1042s/1099s to ensure they meet regulatory requirements. Tax technical review of form templates provided by the engagement teams. •Managing FBAR clients. •Creation of FATCA and CRS templates, reviewing the templates and finalizing the returns using Automatic Exchange of Information (AEOI) tool •Undertake due diligence and reporting assignment for FATCA and CRS regulations independently •Review the work performed by the Analysts and Executives. •Learning the functionality of all tools and software used •Reading and understanding tax regulations and assessing the impact on the due diligence process •Handling mid-complex to complex requests/ queries from the onshore •Excellent verbal and written communication skills and ability to drive client communications •Establish strong professional relationships with onshore team members through weekly meetings and calls with onshore stakeholders  

This role is for you if you have  the below

Experience & Qualifications:

•Qualifications: MBA/M. Com or equivalent degree from Tier 1 or Tier 2 College •3-5 years of relevant experience in a similar role, particularly in a leading consulting firm (e.g. other Big 4, global investment bank), will be preferred •Experience in FATCA/CRS/1099/1042s/AEOI/FBAR •Proficiency in MS Excel and MS Power Point •Excellent written and verbal communication skills •Demonstrate proficiency in using a wide set of databases •Ability to synthesize qualitative and quantitative data and draw meaningful insights  

Key Behavioral Attributes/Requirements

•Personal drive and positive work ethic to deliver results in demanding situations •Attention to detail •Prioritization and time management skills •Effective team player

Roles & Responsibilities

We are recruiting for the Senior Associate position in the Information Reporting and Withholding (IRW) team. Working as a Senior in this team, your responsibilities will include:

•Validating various tax forms and creating reports with tax information of accounts •Review and validate forms received by clients from their account holders (IRS forms and other similar self-certifications). Form Type includes (W-8s, W-9s, CRS Entity and Individual Self-Certifications) •Reviewing reporting data for 1042s/1099s to ensure they meet regulatory requirements. Tax technical review of form templates provided by the engagement teams. •Managing FBAR clients. •Creation of FATCA and CRS templates, reviewing the templates and finalizing the returns using Automatic Exchange of Information (AEOI) tool •Undertake due diligence and reporting assignment for FATCA and CRS regulations independently •Review the work performed by the Analysts and Executives. •Learning the functionality of all tools and software used •Reading and understanding tax regulations and assessing the impact on the due diligence process •Handling mid-complex to complex requests/ queries from the onshore •Excellent verbal and written communication skills and ability to drive client communications •Establish strong professional relationships with onshore team members through weekly meetings and calls with onshore stakeholders  

This role is for you if you have  the below

Experience & Qualifications:

•Qualifications: MBA/M. Com or equivalent degree from Tier 1 or Tier 2 College •3-5 years of relevant experience in a similar role, particularly in a leading consulting firm (e.g. other Big 4, global investment bank), will be preferred •Experience in FATCA/CRS/1099/1042s/AEOI/FBAR •Proficiency in MS Excel and MS Power Point •Excellent written and verbal communication skills •Demonstrate proficiency in using a wide set of databases •Ability to synthesize qualitative and quantitative data and draw meaningful insights  

Key Behavioral Attributes/Requirements

•Personal drive and positive work ethic to deliver results in demanding situations •Attention to detail •Prioritization and time management skills •Effective team player

Roles & Responsibilities

We are recruiting for the Senior Associate position in the Information Reporting and Withholding (IRW) team. Working as a Senior in this team, your responsibilities will include:

•Validating various tax forms and creating reports with tax information of accounts •Review and validate forms received by clients from their account holders (IRS forms and other similar self-certifications). Form Type includes (W-8s, W-9s, CRS Entity and Individual Self-Certifications) •Reviewing reporting data for 1042s/1099s to ensure they meet regulatory requirements. Tax technical review of form templates provided by the engagement teams. •Managing FBAR clients. •Creation of FATCA and CRS templates, reviewing the templates and finalizing the returns using Automatic Exchange of Information (AEOI) tool •Undertake due diligence and reporting assignment for FATCA and CRS regulations independently •Review the work performed by the Analysts and Executives. •Learning the functionality of all tools and software used •Reading and understanding tax regulations and assessing the impact on the due diligence process •Handling mid-complex to complex requests/ queries from the onshore •Excellent verbal and written communication skills and ability to drive client communications •Establish strong professional relationships with onshore team members through weekly meetings and calls with onshore stakeholders  

This role is for you if you have  the below

Experience & Qualifications:

•Qualifications: MBA/M. Com or equivalent degree from Tier 1 or Tier 2 College •3-5 years of relevant experience in a similar role, particularly in a leading consulting firm (e.g. other Big 4, global investment bank), will be preferred •Experience in FATCA/CRS/1099/1042s/AEOI/FBAR •Proficiency in MS Excel and MS Power Point •Excellent written and verbal communication skills •Demonstrate proficiency in using a wide set of databases •Ability to synthesize qualitative and quantitative data and draw meaningful insights  

Key Behavioral Attributes/Requirements

•Personal drive and positive work ethic to deliver results in demanding situations •Attention to detail •Prioritization and time management skills •Effective team player

Senior Associate

Office

Bangalore, Karnataka, India

Full Time

September 23, 2025

company logo

KPMG India