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, inclusive 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.
Tax Senior Associate – Global Family Enterprise
Our Global Family Enterprise (GFE) practice specializes in delivering comprehensive compliance and consulting services to affluent families and their private business or investment entities. This includes personal, charitable, trust, and estate/gift taxation. Members of the GFE practice manage tax engagements for a diverse range of clients, addressing their needs before, during, and after their integration with the U.S. income and estate tax systems.
We offer an exceptional opportunity for professional development through exposure to strategic tax planning and compliance. This includes consultations on structuring family or private business entities and all related Family Office Services. These services encompass personal taxation, charitable taxation, trust taxation, estate and gift taxation, and financial planning for multi-generational families.
Candidates must be familiar with the tax consulting and compliance process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the firm, you will have the opportunity to develop and pursue creative approaches to resolve client issues.
Position responsibilities include:
- International Tax Compliance: Handle the preparation and review of intricate international tax returns, including documentation related to foreign income, foreign tax credits, controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), and other international tax reporting obligations. Such as 1040, 1040NR, 1116, 8938, 2225, 8621, 3520, 3520-A, 5471, 8858, 8865, 8832, FinCen Form 114.
- Tax Planning and Strategy: Develop and analyze tax planning strategies to enhance clients' global tax positions, taking into account factors such as cross-border transactions, foreign tax credits, and tax treaties.
- Client Advisory: Act as a trusted advisor to clients, providing insights and recommendations on the international tax implications of their business operations, investments, and cross-border transactions.
- Research and Analysis: Perform thorough research on international tax laws, regulations, and rulings to ensure compliance and identify potential tax-saving opportunities for clients.
- Collaboration and Communication: Collaborate closely with cross-functional teams, including finance, legal, and operations, to incorporate tax considerations into business initiatives and ensure alignment with overall corporate strategies.
- Client Relationship Management: Foster and maintain strong relationships with clients, delivering exceptional service and proactive communication on tax-related matters.
- Internal Client Relationship Management: Foster and maintain strong relationships with staff and management, delivering clear and constructive feedback and proactive communication on engagements.
- Continuing Education: Keep abreast of emerging trends, developments, and best practices in international taxation through continuous learning and professional development activities.
Basic Qualifications:
- 2-4+ years continuous recent public accounting experience
- Bachelor's or Master’s degree in Accounting
- Strong experience with private client services with cross-border operations and investments (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers).
- Technical knowledge of complex tax issues, particularly with foreign trusts, foreign pensions and CFC attribution analysis and technical knowledge of income and estate tax treaties, totalization agreements, types of visas, international reporting and filings, including PFICs.
- Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants.
- Strong verbal and written communication skills with the ability to articulate complex information and tax laws.
- Proficient use of technology, including but not limited to Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office Suite, Wolters Kluwer CCH Axcess, SurePrep Tax Automation, RIA Checkpoint, Bloomberg BNA, Adobe Acrobat, etc.
Preferred Qualifications:
- CPA, EA, J.D., LL.M. in Taxation and/or Master’s in Taxation Accounting (focus in taxation)
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; 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; HIV Status; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
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.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $92,600 - $174,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
