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Brian Koller

Managing Director, KPMG

Boston, MA
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Brian Koller

Managing Director

Brian is a managing director in KPMG’s Boston office. He joined KPMG’s Boston Financial Services Tax practice in 2015.

Brian has over 14 years of asset management tax experience. Since joining KPMG, he has provided tax compliance and planning services to a variety of clients, including private equity partnerships and mutual funds. Brian’s background includes serving as the lead managing director on large managed service engagements as well as audit and tax ETF clients.

Brian co-leads KPMG’s National RIC Tax Training team and has organized and instructed at multiple national and local office training sessions specializing in Regulated Investment Company (RIC) issues.

Brian has participated in engagements providing tax compliance and planning services for clients in the investment industry, including:

  • Tax compliance services on both federal and state level for single and tiered investment partnership structures and mutual funds
  • Tax provision, ROCSOP, Financial Statement tax disclosure, excise distribution, and qualification testing review for regulated investment companies

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Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

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