Tax Senior Associate

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 aTaxSeniorAssociate,yourresponsibilitiesare focusedaroundthe 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 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 relations and interpersonal skills and able 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

• Ability to complete tax planning and research tasks

• Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus

Preferred Qualifications

• J.D., LL.M. in Taxation and/or Masters in Taxation