Matthew Klein
Managing Director, Tax at KPMG US
- Role
- Managing Director, Tax at KPMG US
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Matthew Klein
Matthew Klein is an alternative investment tax professional specializing in the investment partnership taxation of venture capital, private equity, hedge funds, and passive foreign investment companies. He has over fifteen years of experience providing tax compliance and planning services to clients in the investment management industry and has substantial experience with financial instruments and securities taxation. He joined the Business Tax Services’ (BTS) Asset Management practice at KPMG in 2017. He is a licensed certified public accountant in the state of Massachusetts and a member of the American Institute of Certified Public Accountants.
Experience
Managing Director, Tax
Oct 2023 — Present · Boston, MA, US
Education
Northeastern University
College of Professional Studies
2010 — 2012
University of Massachusetts Dartmouth
BS, Finance, Political Science
2004 — 2009
Skills
- Access
- Alternative Investments
- Private Equity
- Hedge Funds
- Partnership Taxation
- Tax
- Pfics
- Cfcs
- Excel
- Account Reconciliation
- Finance
- Visual Basic
- Microsoft Excel
- Securities
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