Pcs Ultra Hnw Supervisor
7 days ago
At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients.
Our team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners.
We take a holistic approach to advising our clients and in doing so we collaborate with our client's team of professional advisors to develop tailored comprehensive solutions.
Our community of professionals is focused on your success.Our leadership team and other professionals will support you and your development through:
- 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
Our Ultra-High Net Worth team focuses on post liquidity multigenerational families and C-Suite executives who have or require complex estate and income tax planning.
Our team of professionals take a holistic approach through consulting and compliance with income tax, philanthropic, retirement, gift, estate and trust needs.
As a tax Supervisor, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:- Advise ultrahigh net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
- Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements
- Collaborate with RSM specialists regarding state and local taxation and international taxation
- Provide leadership, training and career mentorship to staff and supervisor level team members
- Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
- Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
- Bachelor's degree in accounting or businessrelated field
- CPA license in one's principal place of business/home state, licensed J.D. or enrolled agent
- Minimum of 5 years of experience working in public accounting with an emphasis on taxation Most recent years should include experience in managing client engagements
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
- Familiar with multistate taxation
- Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.
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