Tax Consultant: Ultra High Net Worth Families

2 weeks ago


Kolkata, West Bengal, India RSM Full time

We empower our clients and people to realize their full potential in a world of change. Our exceptional people are the key to our culture and talent experience, allowing us to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential.

Key Responsibilities:

  • Work closely with high-net-worth families, closely held businesses, estates, trusts, and private foundations.
  • Prepare basic returns, including Form 1040, Trust returns Form 1041, Multi-State Returns, Partnership Form 1065, and S-Corporation Form 1120S.
  • Reconcile amounts in documentation provided by clients and identify inconsistencies.
  • Develop a general understanding of reporting requirements for different entity structures and the compliance process.
  • Leverage tax knowledge and understanding of the tax preparation process to bring work to completion for review.
  • Stay current on tax legislation relevant to Private Client Service clients.
  • Collaborate with USI and U.S. teams to answer questions or collect necessary information for tax service requirements.
  • Ensure all checklists and controls are completed.
  • Remain up to date on current tax practices and changes in tax law.
  • Identify and report all risk and compliance issues, breaches, and suspicious activities.

Basic Qualifications:

  • 1-2 years of experience in business taxation working for a Big 4 or a large national, regional, or U.S.-based public accounting firm.
  • Bachelor's degree and master's degree in accounting (B. Com/BBA, MBA/M. Com).
  • Experience preparing workpapers and U.S. tax returns.
  • English proficiency - oral and written communication skills.
  • Strong computer skills, including proficiency in Microsoft Excel.
  • Experience with Go-systems or CCH tax software.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents, and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers, and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.



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