Tax Senior Associate – Family Office
About The Position
RSM’s Family Office Enterprise practice supports ultra-high-net-worth families across their family offices, operating businesses, and investment structures. The practice provides integrated services and guidance 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 tax consulting for family offices, business owners, and ultra-high-net-worth individuals and families. The role includes individual, entity, trust, estate, and gift tax planning and compliance. The associate develops technical expertise and client relationships, reviews tax work, coaches team members, and identifies ways to improve clients’ tax processes. RSM uses technology to support tax filing preparation and enable issue spotting and advisory work.
Requirements
- Bachelor’s degree in Accounting or a related field from an accredited university.
- By the start date, have completed all educational requirements for CPA licensure eligibility in the state of residence or completed 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.
- 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, meet deadlines, and maintain 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; 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, travel to client sites as required, and access reliable transportation.
- Ability to work extended and/or nonstandard hours during peak periods or as needed to meet client, project, or firm business needs.
Nice To Haves
- An active accreditation, 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 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 provide coaching to support their development.
- Develop and sustain strong relationships with clients and other professional advisors through outstanding client service.
- Review clients’ current tax processes to identify inefficiencies and recommend enhancements that improve the client experience and reduce tax exposure.
- 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.
- Access to specialized training and programs, cutting-edge technology, annual goal setting, career advisors, coaches, and real-time developmental feedback.
- Customized, well-defined career path aligned with professional goals.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
