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 culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys 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 part of the team you will have the following to support you in your professional journey:

• E xposure to strategic tax planning business advisory and compliance work

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

• A ccess 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 clients tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.

Job Responsibilities

• 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 clients current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Minimum Qualifications

• Bachelors degree in Accounting or related field from an accredited university
• Will have completed all educational requirements for CPA licensure eligibility in the state in which youll reside or completed all requirements to sit for the Bar exam by start date
• Minimum two years experience in public accounting or tax-related work
• Strong computer skills including proficiency in Microsoft Excel
• Ability to meet client service quality and performance expectations within applicable deadlines and in accordance with firm and client standards
• Ability to communicate clearly professionally and effectively with firm personnel and clients in person by telephone and through electronic or written means
• Effective project management skills including the ability to manage multiple priorities tasks and projects simultaneously meet deadlines and maintain accuracy and quality of work in a fast paced client service environment
• Ability to work effectively in a professional office environment and as required by the role at client sites including the ability to sit for extended periods of time and work at a computer and other standard office equipment
• Ability to maintain consistent onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required including access to reliable transportation
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client project or firm business needs

Preferred Qualifications

• An active accreditation obtained in process or willing and able to obtain one of the following: CPA EA or licensed attorney
• Advanced degree (Masters in Accounting Taxation or MBA)
• Experience with large or national accounting firms
• Working knowledge of tax code and compliance
• Familiarity with tax preparation and review processes

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ 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 call us at or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying excluding internships you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California please click here for additional information.

At RSM an employees pay at any point in their career is intended to reflect their experiences performance and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including but not limited to education skills work experience certifications location etc. As such pay for the successful candidate(s) could fall anywhere within the stated range.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Required Experience:

Senior IC