Senior Associate - Family Office
Senior Associate - Family Office
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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.
RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation we take a holistic approach to governance family education risk management privacy/data security and technology outsourcing
Our community of professionals focuses on your success.As part of the team you will have the following to support you in your professional journey:
Exposure to strategic tax planning business advisory and compliance work
A customized well-defined career path to match your professional goals
Access to specialized trainings and programs cutting edge technology annual goal setting career advisors and coaches with real time feedback for developmental growth
As a Tax Senior Associate you will be responsible for the following focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service. You will have an opportunity to work across various client types (family office business owners ultra-high net worth individuals and families) to gain experience in the following areas:
Individual tax planning and compliance
Entity tax planning and compliance
Trust / Estate / Gift tax planning and compliance
You will continue to develop your technical expertise build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service. As part of our commitment to elevate our talent experience preparation of our clients tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.As a Tax Senior Associate your responsibilities are focused around the following:
Plan and execute tax engagements as part of a collaborative team including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Delegate work to team members while providing coaching to develop others
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
Review clients current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
Basic Qualifications:
Bachelors degree in accounting or business-related field
2-4 years of experience within Family Office HNWI or passthrough entities
Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
Excellent client relations and interpersonal skills and able to workclosely 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
Ability to complete tax planning and research tasks
Solid technical skills in accounting tax compliance and research tax compliance review experience is a plus
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:
Senior IC
Employment Type
Full-Time
