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RSM US in India
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Supervisor - Family Office

Supervisor - Family Office

RSM US in India

4 - 7 years

2 - 5 Lacs

bengaluru

Posted:20 hours ago| Platform:

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Skills Required

compliance risk management law firm data security asset management private equity tax law accounting taxation research tax compliance tax planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

Responsibilities

Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns
Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm
Interact directly with clients handling questions, planning, concerns, etc.
Develop, motivate, and train staff level and intern team members
Performing, documenting, and summarizing research and conclusions regarding specific tax issues
Remain up-to-date on current tax practices and changes in tax law

Required qualifications

Bachelors Degree in Commerce, Accounting or related field
4-7 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
Must be eligible to sit for the CPA exam, CA, EA or a licensed JD
Prior tax compliance & consulting experience serving Asset Management clients
Working knowledge of tax code and technical aspects of tax preparation and compliance
Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

Preferred qualifications

Masters of Accounting, Masters of Taxation or MBA preferred
Active CPA, EA, CA.
Proven track record managing client engagements from start-to-end.

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Supervisor - Family Office