Associate - Family Office

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

**As a Tax Associate**, you will be responsible for the following, focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service. 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
- form 1040, 709, 1065

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 Senior Associate, 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
- 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
- 1 -2 years of experience within Family Office, HNWI,
- 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