Family Wealth High Net Worth Senior Associate

  • Company: RSM US LLP
  • Location: Gaithersburg, Maryland
  • Posted: April 09, 2018
  • Reference ID: req3425

Our Private Client Services team is focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation.  As part of this team you will mainly service our high net worth and family office clients.  

As a Tax Senior, you will be responsible for the following job duties which are focused around two core concepts - your technical and quality expertise and delivering excellent client service: 

  • Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)) – up to 75% of your time
  • Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations
  • Provide training for interns and entry level staff
  • Recognize and inform senior management of opportunities to increase level and types of services to clients
  • Ensure professional development through ongoing education and obtaining additional certifications as appropriate
  • Start providing detailed review of numbers on Tax returns – approximately 10% of your time
  • Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance
  • Travel to client sites as needed – up to 10% of your time 

**All percentages may vary based on location, line of business, and client need** 

Basic Qualifications: 

  • Minimum of 3+ years of recent experience in Public Accounting with an emphasis in taxation
  • Experience with Individual Taxation
  • Bachelor's degree in Accounting or related field would be desirable but not required
  • Must be eligible to sit for the CPA Exam - or licensed JD
  • Understanding of tax code and technical aspects of tax preparation and compliance
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements 

Preferred Qualifications: 

  • CPA, JD, or Enrolled Agent Designation
  • Masters in Accounting
  • Strong technical skills in accounting and tax preparation and research, review experience a plus
  • Effective verbal and written communication skills, as well as good computer skills
  • Ability to handle multiple tasks simultaneously
  • Experience with a national, regional or local accounting firm is a plus

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