Hybrid Tax Senior Advisor — Family Office

RSM; Boston (MA); Hybrid; USD 68.000 - 129.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Competitive benefits

Zusammenfassung

RSM is seeking a Tax Senior Associate in the Boston area to join its Family Office Enterprise practice. You will work on individual, entity, and trust/gift tax planning and compliance as part of a collaborative team, serving ultra-high net worth clients.

The role emphasizes strong client service, professional development, and utilizing advanced technology to deliver efficient tax filings. A CPA pathway or Bar eligibility is required by start date, with a hybrid in-office/onsite work model.

Qualifikationen

• Bachelor's degree in Accounting or related field from an accredited university.
• Will have completed all educational requirements for CPA licensure eligibility in the state in which you'll reside or completed all requirements to sit for the Bar exam, by start date.
• Minimum two years experience in public accounting or tax-related work.
• Strong computer skills, including proficiency in Microsoft Excel.

Aufgaben

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting.
• Review of work to ensure high quality results.
• Delegate work to team members while providing coaching to develop others.
• 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.

Kenntnisse

Excel proficiency

Client service

Project management

Communication

Ausbildung

Bachelor's degree in Accounting or related field

CPA licensure eligibility or Bar exam readiness

Tools

Microsoft Excel

Jobbeschreibung

RSM is seeking a Tax Senior Associate in the Boston area to join its Family Office Enterprise practice. You will work on individual, entity, and trust/gift tax planning and compliance as part of a collaborative team, serving ultra-high net worth clients.

The role emphasizes strong client service, professional development, and utilizing advanced technology to deliver efficient tax filings. A CPA pathway or Bar eligibility is required by start date, with a hybrid in-office/onsite work model.