Supv Family Office Tax Svcs 1
2 weeks ago
RSM is looking to hire a dynamic Tax Supervisor for our USI Family Office Enterprise team
RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their family office, operating business, and investment structures.
We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services, technology, and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security, and technology outsourcing.
Our community of professionals is focused on your success. As part of the team, you will have the following to support you in your professional journey:
- 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
As a Tax Supervisor 1 you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service:
- Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation.This includes the planning and execution of client tax engagements
- Collaborate with RSM specialists regarding estate and gift planning and taxation, 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
Basic Qualifications:
- Bachelor’s in Commerce/MBA
- Qualified Chartered Accountant
- 4-5 years of relevant experience working in a tax related field including one or more of the following areas: 1040, 1041, 706, 709, 1065, 1120S, 990PF
- Strong multi-tasking and project management skills
- Excellent verbal and written communication (English)
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