Senior Associate 1, Private Client Services Ultra-High Net Worth

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Our Ultra-High Net Worth team focuses on post liquidity multigenerational families and C-Suite executives who have or require complex estate and income tax planning.  Our team of professionals take a holistic approach through consulting and compliance with income tax, philanthropic, retirement, gift, estate and trust needs.  As a tax manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.  This includes the planning and execution of client tax engagements.
• Collaborate with RSM specialists regarding state and local taxation and international taxation.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Basic Qualifications:  

• 2-4 years of experience in 1040, High Net Worth Individuals.
• CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent.
• Minimum of 2-4 years of experience working in public accounting with an emphasis on taxation Most recent years should include experience in managing client engagements.
• Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.

Preferred Qualifications

• EA/CPA is preferred.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.