Supervisor - Family Office

7 days ago

Bengaluru Karnataka, India RSM 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 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 focuses on your success. As part of the team, you will have the following to support you in your professional journey:

- 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.-
- **Responsibilities**:

- Provide detail review and analysis of complex Private Equity & Hedge Fund partnership tax returns
- Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm
- Interact directly with clients handling questions, planning, concerns, etc.
- Develop, motivate, and train staff level and intern team members
- Performing, documenting, and summarizing research and conclusions regarding specific tax issues
- Remain up-to-date on current tax practices and changes in tax law- ** Required Qualifications**:

- Bachelor’s Degree in Commerce, Accounting or related field
- 4-7 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
- Must be eligible to sit for the CPA exam, CA, EA or a licensed JD
- Prior tax compliance & consulting experience serving Asset Management clients
- Working knowledge of tax code and technical aspects of tax preparation and compliance
- Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements- ** Preferred Qualifications**:

- Masters of Accounting, Masters of Taxation or MBA preferred
- Active CPA, EA, CA.
- Proven track record managing client engagements from start-to-end.

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