Senior Associate, Ultra High Net Worth, US Tax

Overview

Join RSM's Ultra High Net Worth Multi-Generational Families team as a Tax Senior Associate, supporting post-liquidity families and corporate executives with complex income tax and estate planning and compliance.

What you'll do

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
• Review work to ensure high quality results
• Review client's current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review complex individual income tax returns (Form 1040), preferably for high net-worth individuals and investment-focused taxpayers
• Prepare partnership tax returns (Form 1065) and Schedule K-1s
• Analyze the flow of partnership and other pass-through income from Schedule K-1 into Form 1040
• Prepare investment-related tax reporting, including brokerage statements, Forms 1099-B/1099-DIV/1099-INT, capital gains and losses, and investment income
• Apply working knowledge of partnership basis, passive activity limitations, investment income, and multi-state tax considerations
• Prepare and reconcile complex tax workpapers and independently identify missing or inconsistent information
• Use tax software such as GoSystem and/or CCH Axcess Tax to complete engagements

What you'll need

• Bachelor's / master's degree in accounting or business-related field
• 3+ years' experience in reviewing complex individual income tax returns (Form 1040), preferably for High Net-Worth Individuals and Investment-focused taxpayers
• Experience preparing partnership tax returns (Form 1065) and Schedule K-1s
• Strong understanding of the flow of partnership and other pass-through income from Schedule K-1 into Form 1040
• Experience with investment-related tax reporting, including brokerage statements, Forms 1099-B/1099-DIV/1099-INT, capital gains and losses, and investment income
• Working knowledge of partnership basis, passive activity limitations, investment income, and multi-state tax considerations
• Ability to prepare and reconcile complex tax workpapers and independently identify missing or inconsistent information
• Proficiency with GoSystem and/or CCH Axcess Tax
• 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

Nice to have

• SurePrep experience
• Tax compliance review experience
• Enrolled agent / CPA license
• Master in US Taxation
• Experience with a national or large regional accounting firm
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation within the real estate industry; review experience
• Experience in dealing with international tax matters

Details

• Minimum of two days per week in the office is mandatory, based on the roster approved by leadership; assigned office days are fixed and must be followed without changes or shifts
• Flexibility in schedule offered