Supervisor - 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.

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.

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