Associate 2, Family Office US TAX

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 is looking to hire a Senior Associate for our USI Family Office Enterprise team. 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:

• 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 an Experienced Professional, 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 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 utilizes cutting edge technology that help expedite and elevate your role to issue spotting and advisory. 

RESPONSIBILITIES:

• Plan and execute tax compliance engagements as part of a collaborative team

  
  

• Review of work to ensure high quality results

  
  

• Delegate work to team members while providing coaching to develop others.

  
  

BASIC QUALIFICATIONS:  

• Bachelor’s & master’s degree in commerce or Accounts (B-Com/BBA & M-Com/MBA).

  
  

• 1-2 years of Individual and Entity tax compliance experience.

  
  

• Experience with one or more of the following: 1040, 1041, 706, 709, 1065, 1120S, 990PF.

  
  

• Effective verbal and written communication skills.

  
  

• Strong Microsoft Excel and Word skills required.

  
  

Preferred Qualifications:

• Qualified Chartered Accountant.

  
  

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.