Position: Tax Senior Associate – Global Family Enterprise
About: RSM is a global provider of professional services, specializing in delivering comprehensive compliance and consulting services to affluent families and their private business or investment entities. The company offers exceptional opportunities for professional development through exposure to strategic tax planning and compliance, serving clients before, during, and after integration with U.S. tax systems.
Requirements: 2-4+ years continuous recent public accounting experience; Bachelor’s or Master’s degree in Accounting; Strong experience with private client services with cross-border operations and investments (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers); Technical knowledge of complex tax issues, particularly with foreign trusts, foreign pensions and CFC attribution analysis and technical knowledge of income and estate tax treaties, totalization agreements, types of visas, international reporting and filings, including PFICs; Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses such as Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants; Strong verbal and written communication skills with the ability to articulate complex information and tax laws; Proficient use of technology, including but not limited to Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office Suite, Wolters Kluwer CCH Axcess, SurePrep Tax Automation, RIA Checkpoint, Bloomberg BNA, Adobe Acrobat, etc.
Benefits: Competitive benefits and compensation package, Flexibility in schedule for work-life balance, Opportunity for professional development, Discretionary bonus based on firm and individual performance
