Associate 2, Private Client Services Ultra-High Net Worth

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.

Our Ultra-High Net Worth team focuses on post liquidity multigenerational families and C-Suite executives who have or require complex estate and income tax planning. Our team of professionals take a holistic approach through consulting and compliance with income tax, philanthropic, retirement, gift, estate and trust needs. As a tax manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service :

Responsibilities :

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Basic return preparation of Form 1040, Trust returns Form 1041, Multi-State Returns, Partnership Form 1065, and S-Corporation Form 1120S.
• Reconciling amounts in documentation provided by clients and identifying inconsistencies.
• Developing a general understating of reporting requirements of different entity structures and the compliance process
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
• Staying current on tax legislation relevant to Private Client Service clients
• Work closely with USI and U.S. teams to answer questions or to collect necessary information for tax service requirements
• Ensure all checklists and controls are completed
• Remain up to date on current tax practices and changes in tax law
• Identify and report all risk and compliance issues, breaches, and suspicious activities
• Perform other duties as required

Basic Qualifications :

Basic Qualifications :

Preferred Qualifications

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 .

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; 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 in the Indian Armed Forces; 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 send us an email at .