Senior Tax Advisor - Family Office & UHNW

RSM US LLP; Boston (MA); Hybrid; USD 68,000 - 129,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

RSM US LLP in Boston, MA is seeking a Tax Senior Associate to join the Family Office Enterprise practice. You will work on individual, entity, trust and gift tax planning and compliance for ultra-high net worth clients, collaborating with a high-performing team to deliver exceptional client service.

The role emphasizes technical tax expertise and client relationship development, using cutting-edge technology. A CPA licensure path or Bar eligibility is required by start date.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university
• CPA licensure eligibility by start date or Bar exam eligibility by start date
• Minimum two years experience in public accounting or tax-related work
• Strong computer skills, including proficiency in Microsoft Excel

Responsibilities

• 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

Job description

RSM US LLP in Boston, MA is seeking a Tax Senior Associate to join the Family Office Enterprise practice. You will work on individual, entity, trust and gift tax planning and compliance for ultra-high net worth clients, collaborating with a high-performing team to deliver exceptional client service.

The role emphasizes technical tax expertise and client relationship development, using cutting-edge technology. A CPA licensure path or Bar eligibility is required by start date.