Associate - Ultra High Net Worth

Our UltraHigh 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 skillswith 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