Private Client Tax & Wealth Services Associate

rsm; Toronto; On-site; CAD 57,000 - 68,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Total rewards

Job summary

RSM is a leading provider of professional services to the middle market globally, offering a culture that values diversity and growth. We seek a tax professional who can serve high net worth families and closely held entities, handling planning, research, and complex tax returns.

The role focuses on private client services, with opportunities to develop cutting-edge tax ideas and progress toward CPA certification while working onsite at client sites and in our Toronto area offices.

Qualifications

• Bachelor's degree in accounting or related field from an accredited university.
• Strong computer skills, including proficiency in Microsoft Excel
• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment
• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs
• Preferred to obtain a CPA or equivalent approved professional certification or designation

Responsibilities

• Working with high net worth families, closely held businesses, estates, trusts and private foundations
• Developing strong working relationships with clients built on understanding their needs and challenges
• Completing tax planning and research
• Preparing federal and state & local tax returns
• Developing a general understating of reporting requirements of different entity structures and the compliance process Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients
• Staying current on tax legislation relevant to Private Client Service clients

Skills

Excel

Communication

Client service

Project management

Attention to detail

Multitasking

Education

Bachelor's degree in accounting or related field

Job description

RSM is a leading provider of professional services to the middle market globally, offering a culture that values diversity and growth. We seek a tax professional who can serve high net worth families and closely held entities, handling planning, research, and complex tax returns.

The role focuses on private client services, with opportunities to develop cutting-edge tax ideas and progress toward CPA certification while working onsite at client sites and in our Toronto area offices.