Tax Senior Associate - Private Company at RSM US LLP | CA | Rezi

Tax Senior Associate - Private Company at RSM US LLP

Tax Senior Associate - Private Company

RSM US LLP · CA

3 days ago

Tax Senior Associate - Private Company

RSM US LLP · CA

3 days ago
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About the Role

RSM's Private Company practice is seeking a Tax Senior Associate to advise business owner clients on tax strategies, wealth transfer, and compliance. This role involves managing engagement teams and fostering client relationships.

Responsibilities

  • Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
  • Manage and oversee the engagement team focused on partnership, corporate, and trust entities, including the planning and execution of client tax engagements.
  • Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth.
  • Provide leadership, training, and career mentorship to staff and supervisor level team members.
  • Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Requirements

  • Bachelor’s degree, preferably in an accounting or business-related field.
  • Minimum of 2 years of experience in public accounting with an emphasis on taxation and/or private client taxation.
  • Recent experience in managing client engagements.
  • Proficiency in entity (partnerships, corporations, trusts) and individual taxation.
  • Familiarity with gift and estate taxation.
  • Strong communication skills (written and verbal).
  • Ability to work in a collaborative team environment.
  • Ability to handle multiple tasks simultaneously.

Skills

  • Taxation
  • Private client taxation
  • Client engagement management
  • Partnership taxation
  • Corporate taxation
  • Trust taxation
  • Individual taxation
  • Gift and estate taxation
  • Succession planning
  • Wealth transfer planning
  • Tax compliance
  • Client relationship management
  • Leadership
  • Training
  • Mentorship
  • Collaboration
  • Communication skills

Location

  • Hybrid

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Senior Associate

Education Level

  • Bachelor's degree

Salary/Compensations

  • $64,500 - $111,300

Benefits

  • Competitive benefits and compensation package
  • Discretionary bonus based on firm and individual performance

About the Company

  • RSM is 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, inclusive culture and talent experience and our ability to be compelling to our clients.
  • We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.

Equal Opportunity

  • RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
  • Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
  • RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
  • If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.