Tax Supervisor - Ultra High Net Worth - Investment Fund Executives

RSM•Boston, MA

4d•Hybrid

About The Position

The Tax Supervisor will work with RSM’s Ultra-High Net Worth Fund Executives team, which advises founding and/or managing partners and principals of investment funds and C-suite executives with an economic interest in investment funds. The team provides strategic advice and tax services to financial services executives, drawing on global financial services, tax, and technology resources and collaborating with clients, industry experts, and other professionals and specialists. This role advises financial fund executive clients on individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance. The supervisor helps execute complex client tax engagements, reviews work for accuracy and quality, and supports staff through leadership, training, and career mentorship. RSM describes most roles as following a hybrid workstyle, with team members aligned to an office and meeting in person when it best supports clients, teams, development, or relationship-building; some roles may be virtual or primarily on-site depending on role requirements and needs.

Requirements

Bachelor’s degree, preferably in accounting or a business-related field.
CPA eligible.
At least 4 years of public accounting experience with an emphasis on taxation.
Experience with individual and entity taxation (partnership, S corporation, or C corporation), including understanding complex investments and related tax implications.
Familiarity with fiduciary, gift and estate, state and local, and international taxation and reporting.
Strong written and verbal communication skills.
Ability to work collaboratively and handle multiple tasks simultaneously.

Nice To Haves

CPA, EA, licensed attorney, LL.M. in Taxation, and/or Master’s in Taxation.
Experience with private client or business taxation and a desire to grow skills in the private client arena.
Experience working with investment funds or at an alternative asset management firm.
Experience with fiduciary, gift and estate taxation.

Responsibilities

Advise financial fund executive clients on individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
Supervise staff and assist with client tax engagements involving entity, individual, fiduciary, and gift and estate taxation.
Help ensure consistency in tax preparation given 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 RSM’s career development framework to develop technical and soft skills.