Trust Tax Summer Intern (May 2025)

About KPMG

KPMG is a global network of professional services firms providing audit, tax, and advisory services. They help organizations navigate complex business challenges, ensure regulatory compliance, and drive innovation through expert guidance and advanced technology solutions.

Your role

Responsibilities:

• Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040 and 1099.
• Analyze trust accounting data, trust documents, Schedules K-1, Forms 1099 and other relevant information to determine appropriate tax treatment of income and deductions.
• Communicate with clients to gather necessary information and address tax-related questions and concerns.
• Collaborate with senior tax professionals to ensure compliance with federal and state tax laws and regulations.
• Respond to tax notices from the Internal Revenue Service (IRS) and state taxing authorities.
• Help Identify process improvement and automation opportunities and work with cross-functional teams to develop and deploy solutions across the practice.
• Build capabilities in key technologies that enable tax professionals for client service delivery such as artificial intelligence (AI), Alteryx, Power BI, and more.

Training & development

During the internship, interns will gain hands-on experience in preparing and reviewing fiduciary tax returns, analyzing trust accounting data, and communicating with clients to address tax-related inquiries. You will also collaborate with senior tax professionals, develop skills in process improvement and automation, and build proficiency in key technologies like AI, Alteryx, and Power BI to enhance client service delivery.

Benefits

If you join as a full-time employee, you will get the following benefits:

• Medical insurance
• Well-being program (gyms, flu vaccination, health checks, sight tests, fruit days)
• Life and disability insurance
• 401(k) plans
• Career progression
• Learning and development
• Comprehensive flexible working policy

Career progression

At KPMG, career progression is a dynamic journey of continuous learning and growth. Outstanding performance as an intern can open doors to a full-time Associate role, propelling you into a rewarding career in professional services. This internship experience is a pivotal beginning to your career journey, paving the way for exciting opportunities.

Work-life balance

KPMG's working hours are flexible; if a project’s nature allows, they also offer work from home. Their programs support every employee in finding the right balance between family, work, and free time. It places a special focus on the compatibility of career and family.

Culture & vibe

The company's culture is deeply entrenched in its values. KPMG has a work environment built on trust, mutual respect, willingness to collaborate, honesty, diversity, and flexibility. These values & qualities help bring out the best in their employees and are a good training ground for fresh graduates and interns. Fresh graduates and interns can grow and thrive in this kind of organization.

About you

Qualifications:

• Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelor and Masters in Accounting, Finance, Trust Administration, or equivalent program.
• Upon completing this internship, candidates must have additional academic credits to complete before obtaining their degree and CPA eligibility requirements.
• Preferred GPA of 3.0 or above.
• Pursuing educational requirements for CPA licensure in the principal place of business (the state in which the office is located) for this position is preferred.
• Basic knowledge of trust, estate, individual, or exempt organization taxation and/or tax information reporting is preferred.
• Strong analytical skills and attention to detail with the ability to work independently and as part of a team in a fast-paced, deadline-driven environment.
• Proficiency in tax software (CCH Axcess, ONESOURCE Trust Tax) preferred.
• Demonstrated quality service mindset; strong technical aptitude with excellent written/verbal communication and critical thinking skills; ability to navigate MS Office applications, including Excel, PowerPoint, Word and Outlook.
• Ability to learn and navigate technologies such as artificial intelligence (AI), Alteryx and Power BI.
• Must reside within a reasonably commutable distance to the office for this position and be able to travel to reasonably commutable work locations using own means of transportation, such as a personal vehicle or public transportation.
• Ability to travel and/or work on-site at client premises as needed, at times with relatively short notice
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Sources

The following sources were used in researching this page:

• kpmg.com/de/en/home/about/values-and-culture/diversity-at-KPMG/work-life-balance
• kpmg.com/ua/en/home/careers/work-at-kpmg/clear-career-path.html
• kpmg.com/ua/en/home/careers/work-at-kpmg/learning-development.html