Associate - Ultra High Net Worth
Associate - Ultra High Net Worth
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Job Description
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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax estate gift generation-skipping philanthropic retirement and trust aspects of a clients planning and compliance needs. We collaborate with our clients including their attorneys and other advisors along with subject matter experts both within and outside RSM to achieve our clients goals.
As a Tax Associate you will have an opportunity to work across various client types to gain experience in the following areas:
Individual tax planning and compliance
Entity tax planning and compliance
Trust / Estate / Gift tax planning and compliance
Basic Qualifications:
Bachelors degree in accounting or business-related field
1-2 years of experience in HNI
Required coursework to sit for CPA exam licensed JD or enrolled agent
Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements
Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Preferred Qualifications
CPA JD or Enrolled Agent designation
LL.M. in Taxation and/or Masters in Taxation
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at
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/ 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 .
Required Experience:
IC
Employment Type
Full-Time
