Tax Supervisor - Ultra High Net Worth - Investment Fund Executives

RSM US LLP•Boston, MA

5d•$82,400 - $155,700•Hybrid

About The Position

RSM’s Ultra-High Net Worth Fund Executives team advises founding and managing partners and principals of investment funds, as well as C-suite executives with economic interests in funds. The team provides strategic advice to financial services executives and draws on global financial services, tax, and technology resources to tailor services to each client. As a Tax Supervisor, you will advise financial fund executive clients on individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance. You will supervise staff and help execute client engagements involving entity, individual, fiduciary, and gift and estate taxation, including complex fund reporting. The role also includes reviewing work for quality, mentoring and training staff, and developing your technical and interpersonal skills.

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, including partnerships, S corporations, or C corporations, and understanding of 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 the execution of 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 the career development framework to grow technical and soft skills.