Sr Associate 2, Other Tax Services - Partner Group

RSM US LLP; Bengaluru; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

RSM US LLP in India is seeking a tax professional with strong experience in high net-worth taxation to join our Private Client Services team. You will prepare and review Form 1040 and multi-state returns, work with domestic partners, and help clients navigate state credits and deductions.

You will build lasting client relationships, stay current on tax laws, and develop innovative tax ideas to optimize clients' effective tax rates. A degree in accounting is required, with master's preferred.

Qualifications

• 3+ years' experience in public accounting with emphasis in High Net-Worth Taxation.
• Degree in Accounting or related field (Master's degree a plus).
• Knowledge on tax tools; SurePrep, TaxCaddy and CCH access.
• Ability to deal with highly confidential information.
• Excellent written, verbal communication skills and presentation skills.
• Good knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat.
• Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos.
• Ability to prioritize tasks based on comparative importance and urgency.
• Possess a strong desire to learn.
• Ability to work and multitask in a fast-paced environment.

Responsibilities

• Work with high-net-worth firm's domestic partners.
• Prepare & Review, medium/complex tax returns of Form 1040 and Multi-State Returns.
• Work on returns with multiple state filings, with knowledge on state pass through entity tax credits, state tax credits, reverse tax credit and any state specific additional credits and deductions.
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Reconciling amounts in documentation provided by clients and identifying inconsistencies.
• Completing tax planning and research
• Developing strong working relationships with clients built on understanding their needs and challenges
• Staying current on tax legislation relevant to Private Client Service clients
• 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

Skills

Public accounting

High Net-Worth taxation

Communication skills

multitasking in fast-paced env

Education

Bachelor's degree in Accounting or related field

Master's degree a plus

Tools

SurePrep

TaxCaddy

CCH Access

Checkpoint

BNA

Bloomberg

Job description

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.

Responsibilities:

• Working with high-net-worth firm's domestic partners.
• Prepare & Review, medium/complex tax returns of Form 1040 and Multi-State Returns.
• Working on returns with multiple state filings, with knowledge on state pass through entity tax credits, state tax credits, reverse tax credit and any state specific additional credits and deductions.
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Reconciling amounts in documentation provided by clients and identifying inconsistencies.
• Completing tax planning and research
• Developing strong working relationships with clients built on understanding their needs and challenges
• Staying current on tax legislation relevant to Private Client Service clients
• 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

Required Qualifications:

• Minimum 3 years' experience in public accounting with an emphasis in High Net-Worth Taxation.
• Degree in Accounting or related field (Master's degree a plus).
• Knowledge on tax tools; SurePrep, TaxCaddy and CCH access.
• Ability to deal with highly confidential information
• Excellent written, verbal communication skills and presentation skills.
• Good knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat
• Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos.
• Ability to prioritize tasks based on comparative importance and urgency.
• Possess a strong desire to learn.
• Ability to work and multitask in a fast-paced environment

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 https://rsmus.com/careers/india.html.

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 at [e-mail].