Tax Senior Associate – Family Office

RSM • Boston, MA

1d • Hybrid

About The Position

RSM’s Family Office Enterprise practice supports ultra-high-net-worth families across family offices, operating businesses, and investment structures. The practice provides integrated services throughout the family-office lifecycle, including governance, family education, risk management, privacy and data security, and technology outsourcing.

The Tax Senior Associate works collaboratively to deliver tax compliance and strategic consulting services to family offices, business owners, and ultra-high-net-worth individuals and families. The role covers individual, entity, trust, estate, and gift tax planning and compliance. The associate develops technical expertise and client relationships, reviews tax work and processes, and uses tax technology to focus on issue spotting and advisory. RSM offers exposure to strategic tax planning and business advisory work, a customized career path, specialized training, technology, goal setting, career advisors, coaching, and feedback.

Requirements

• Bachelor’s degree in Accounting or a related field from an accredited university.
• By the start date, completion of all educational requirements for CPA licensure eligibility in the state of residence, or completion of all requirements to sit for the Bar exam.
• At least two years of 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 firm and client standards.
• Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while meeting deadlines and maintaining accuracy and quality in a fast-paced client-service environment.
• Ability to work effectively in a professional office environment and, as required, at client sites; ability to sit for extended periods and work at a computer and other standard office equipment.
• Ability to maintain a consistent onsite presence during core business hours, regularly report to a firm office, and travel to client sites as required; reliable transportation is required.
• Ability to work extended or nonstandard hours during peak periods or as needed to meet client, project, or firm business needs.

Nice To Haves

• An active accreditation, in process, or willingness and ability to obtain one of the following: CPA, EA, or licensed attorney.
• Advanced degree, such as a Master’s in Accounting, Taxation, or an MBA.
• Experience with large or national accounting firms.
• Working knowledge of the 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 work to ensure high-quality results.
• Delegate work to team members and coach them to support their development.
• Develop and sustain strong relationships with clients and other professional advisors through outstanding client service.
• Review clients’ current tax processes, identify inefficiencies, and recommend enhancements to improve the client experience and reduce tax exposure.
• Perform work across individual, entity, trust, estate, and gift tax planning and compliance.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Specialized training and programs, cutting-edge technology, annual goal setting, career advisors, coaching, and real-time developmental feedback.
• Customized, well-defined career path.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior