RSM US

Tax Senior Associate – Family Office

RSM US$67K — $128K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field
  • Completed educational requirements for CPA or Bar exam eligibility
  • Minimum two years of public accounting or tax-related experience
  • Strong skills in Microsoft Excel
  • Ability to meet service quality and performance expectations
  • Clear communication skills with clients and team members
  • Effective project management skills for handling multiple priorities

Responsibilities

  • Plan and execute tax engagements as part of a collaborative team
  • Review work for quality assurance
  • Delegate work and coach team members
  • Develop and sustain strong client relationships
  • Identify inefficiencies in clients' tax processes for enhancements

Benefits

  • Exposure to strategic tax planning and business advisory
  • Well-defined career path tailored to professional goals
  • Access to specialized training and cutting-edge technology
  • Annual goal setting with real-time feedback for growth
  • Flexible schedule for work-life balance
Full Job Description

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 assistto 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 utilizecutting 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 client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Minimum Qualifications

  • Bachelor's 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 you'll 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 (Master’s 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 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 .

At RSM, an employee’s 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.

Compensation Range: $67,900 - $128,700

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

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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