Business Owners Supervisor

2 weeks ago

Sushant Lok Delhi Delhi, India RSM US LLP Full time

RSM’s Private Client Services practice is looking for a dynamic tax Supervisor to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our private client service offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.

We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.

Our community of professionals are focused on your success. Our partners 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 PCS team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, other Private Client professionals and specialists throughout RSM to reach these goals.

As a supervisor, you will be responsible for the following, which are focused on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:

- Advise business owner clients on a full spectrum of tax services including business and succession planning, wealth transfer planning and tax compliance
- Lead the engagement team focused on partnership, Corporate, and trust entities, as well as individual taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth
- Participate in prospective client proposals and intentionally plan to build new client relationships
- Help increase the groups revenue through business development
- 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
- Demonstrate alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.
- Bachelor’s degree in accounting or business-related field
- CPA license or equivalent in Canada
- Minimum of 7 years of experience working in public accounting with an emphasis on private client taxation. Most recent years should include experience in leading all aspects of client engagements and driving growth
- Proficient in entity (partnerships, corporations, trusts) and individual taxation
- Familiar with gift and estate taxation
- Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations

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