Our Ultra-High Net Worth Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund. We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world. We leverage a focused global financial services practice with the depth of tax and technology resources to customize our services to meet the special needs of each executive we serve. We collaborate with our clients, industry experts, other professionals and specialists both within and outside RSM to achieve our clients' goals.
As a Tax Supervisor, you will be responsible for the following, which focus on your technical expertise and ability to work on a collaborative team dedicated to excellent client service:
- Be an essential team member advising Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance
- Supervise staff and assist with the execution of client tax engagements focused on entity, individual, fiduciary, and gift / estate taxation and provide consistency in tax preparation due to the complexities of fund reporting
- Provide leadership, training and career mentorship to staff level team members
- Review work for accuracy and quality
- Use feedback and our career development framework to grow your technical and soft skills
Basic Qualifications:
- Bachelor's degree - preferably in accounting or business-related field
- Minimum of 4 years of experience working in public accounting with an emphasis on taxation.
- Experience with individual and entity (partnership, S corporation or C corporation) taxation with an understanding of complex investments and the related tax implications
- Familiar with fiduciary, gift and estate, state and local and international taxation and reporting
- Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously
Preferred Qualifications:
- CPA, EA, licensed attorney, LL.M. in Taxation and/or Master's in Taxation
- Experience with private client or business taxation with a desire to grow skills in the private client arena
- Experience working with investment funds or experience working at an alternative asset management firm
- Experience with fiduciary, gift and estate taxation
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
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: $82,400 - $155,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
