Job Description
Full Job Description
RSM’s Private Client practice is looking for a dynamic tax senior associate to join our team. At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.
Our community of professionals is focused on your success. Our leadership team and other professionals will support you and your development through:
Exposure to strategic tax planning, business advisory and compliance work
A customized well-defined career path to match your professional goals
Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth
As a Private Client tax senior associate, 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. As a tax senior associate, your responsibilities are focused around the following:
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
Basic Qualifications:
Bachelor’s degree in accounting or business-related field
Required coursework to sit for CPA exam, licensed JD or enrolled agent
Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
Excellent client relations and interpersonal skills and able to work closely with clients to answer questions or to collect necessary information for client service engagements
Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Ability to complete tax planning and research tasks
Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus
Preferred Qualifications
J.D., LL.M. in Taxation and/or Master’s in Taxation
CPA license, JD or enrolled agent
RSM’s Private Client practice is looking for a dynamic tax senior associate to join our team. At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.
Our community of professionals is focused on your success. Our leadership team and other professionals will support you and your development through:
Exposure to strategic tax planning, business advisory and compliance work
A customized well-defined career path to match your professional goals
Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth
As a Private Client tax senior associate, 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. As a tax senior associate, your responsibilities are focused around the following:
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
Basic Qualifications:
Bachelor’s degree in accounting or business-related field
Required coursework to sit for CPA exam, licensed JD or enrolled agent
Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
Excellent client relations and interpersonal skills and able to work closely with clients to answer questions or to collect necessary information for client service engagements
Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Ability to complete tax planning and research tasks
Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus
Preferred Qualifications
J.D., LL.M. in Taxation and/or Master’s in Taxation
CPA license, JD or enrolled agent
💡 Quick Summary
Seeking a career-building opportunity? The PC Individual Focus Sr Assoc 2 position is now open for candidates interested in the Accountant Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
