Tax Senior Associate - Family Office

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing 

Our community of professionals focuses on your success.  As part of the team, you will have the following to support you in your professional journey: 

Exposure to strategic tax planning, business advisory and compliance work 

A customized well-defined career path to match your professional goals 

Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth.

As a Tax Senior Associate, You Will Be Responsible For The Following, Focused On Your Technical Expertise And Ability To Work On a Collaborative Team To Deliver Excellent Client Service. You Will Have An Opportunity To Work Across Various Client Types (family Office, Business Owners, Ultra-high Net Worth Individuals And Families) To Gain Experience In The Following Areas:

• Individual tax planning and compliance
• Entity tax planning and compliance 
• Trust / Estate / Gift tax planning and compliance
  
  

You Will Continue To Develop Your Technical Expertise, Build Long-lasting Client Relationships And Gain Experience By Working On a High-performing Collaborative Team Dedicated To Solving Complex Business And Family Issues While Providing Excellent Client Service.  As Part Of Our Commitment To Elevate Our Talent Experience, Preparation Of Our Client’s Tax Filings Utilize Cutting Edge Technology That Help Expedite And Elevate Your Role To Issue Spotting And Advisory. As a Tax Senior Associate, Your Responsibilities Are Focused Around The Following:

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
• Review of work to ensure high quality results
• Delegate work to team members while providing coaching to develop others
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
  
  

Basic Qualifications:  

• Bachelor’s degree in accounting or business-related field
• Required coursework to sit for CPA exam, licensed JD or enrolled agent
• 2-4 years of experience within Family Office, HNWI, or passthrough entities
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
• Excellent client relations and interpersonal skills and able to work closely with clients to answer questions or to collect necessary information for client service engagements
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
• Ability to complete tax planning and research tasks
• Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus
  
  

Preferred Qualifications:

Masters of Accounting, Masters of Taxation or MBA preferred

Active CPA, EA, CA.

Proven track record managing client engagements from start-to-end

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.

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