Tax Senior Associate – Family Office

RSM•Baltimore, MD

2d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

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