Senior Associate, Private Company

2 months ago

bangalore, India RSM Delivery Center Private Limited (India) Full time

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s Private Client practice is looking for a dynamic tax experienced professional to join our team.  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

As a Private Client tax experienced professional, you will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:

  • Individual tax planning and compliance
  • Entity tax planning and compliance
  • Trust / Estate / Gift tax planning and compliance

You will continue to develop your technical expertise, build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service.  As part of our commitment to elevate our talent experience, preparation of our client’s tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.  As a tax experienced professional, your responsibilities are focused around the following:

  • Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
  • Review of work to ensure high quality results
  • Delegate work to team members while providing coaching to develop others
  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
  • Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Basic Qualifications:

  • Bachelor’s degree in accounting or business-related field
  • Required coursework to sit for CPA exam, licensed JD or enrolled agent
  • Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
  • Excellent client relations and interpersonal skills and able to work closely with clients to answer questions or to collect necessary information for client service engagements
  • Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
  • Ability to complete tax planning and research tasks
  • Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus

Preferred Qualifications

  • J.D., LL.M. in Taxation and/or Master’s in Taxation
  • CPA license, JD or enrolled agent

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .

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