Job Description
About the role:
We are the leading provider of professional services to the middle market globally. RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office, operating business and investment structures.
What you will do:
- Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
- Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas to build client relationships and support growth
- Participate in prospective client proposals and intentionally plan to build new client relationships
- Deliver exceptional talent experience by building collaborative teams, developing and rewarding team members
- Participate in local and national committees focused on building technical expertise and strategic plans
- Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement
What we are looking for:
- Bachelors degree in accounting or business-related field
- CPA license, licensed J.D. or enrolled agent
- Minimum of 8 years of experience in public accounting with an emphasis on private client taxation including working with family offices
- Proficient in entity or individual and fiduciary taxation with an understanding of complex investments
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- Strong communication skills with the ability to lead collaborative teams and manage a book of business
Preferred Qualifications:
- LL.M. in Taxation and/or Masters in Taxation
- Experience with gift and estate taxation
- Mandatory EA certification required
Note - For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.
Skills
TaxationDirect TaxCPATax ComplianceFiduciaryTaxationTaxIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
Important dates & deadlines?
Application Deadline
31 Oct 26, 03:06 PM IST
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