Tax Senior Associate - Family Office

rsm; Baltimore (MD); On-site; USD 90,000 - 120,000; Full time

Job summary

RSM is seeking a Tax Senior Associate to deliver comprehensive tax planning and compliance for a diverse client base, including individuals, entities, trusts, and high-net-worth families. You will work within a collaborative team, leveraging technology to enhance accuracy and advisory capabilities.

The role focuses on developing technical tax expertise, building client relationships, and mentoring junior staff while delivering high-quality results in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA licensure eligibility or bar exam requirements by start date.
• Minimum two years experience in public accounting or tax-related work.
• Proficiency in Microsoft Excel.
• Ability to meet client service, quality, and deadlines.

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.

Skills

Communication

Project management

Client service

Time management

Education

Bachelor's degree in Accounting

CPA licensure eligibility

Tools

Microsoft Excel

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, 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:

• E xposure to strategic tax planning, business advisory and compliance work
• A customized well-defined career path to match your professional goals
• A ccess to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth

As a Tax Senior Associate , you will be responsible for the following, focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service . You will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:

• Individual tax planning and compliance
• Entity tax planning and compliance
• Trust / Estate / Gift tax planning and compliance

You will continue to develop your technical expertise , build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service. As part of our commitment to elevate our talent experience, preparation of our client's tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.

Job 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

Minimum Qualifications

• 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
• 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 Qualifications

• An active accreditation obtained, in process or willing and able to obtain one of the following: CPA, EA, or licensed attorney
• Advanced degree (Master's in Accounting, Taxation, or MBA)
• Experience with large or national accounting firms
• Working knowledge of tax code and compliance
• Familiarity with