RSM
Hyderabad, Telangana, India Posted 1d ago
RSM provides professional services to the middle market globally, empowering clients and people to realize their full potential. RSM’s Family Office Enterprise practice helps define and sustain a family’s vision across their family office, operating business, and investment structures.
Key Responsibilities
Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance.
Lead the engagement team focused on entity, individual, fiduciary and gift and estate taxation, ensuring planning and execution exceed client expectations and profitability thresholds.
Anticipate client needs and collaborate with colleagues in specialty tax areas and cross lines of business to build client relationships and support growth.
Participate in prospective client proposals and intentionally plan to build new client relationships.
Deliver exceptional talent experience by building collaborative teams, developing and rewarding team members.
Participate in local and national committees focused on building technical expertise and strategic plans.
Develop and sustain strong relationships with clients, centers of influence and other promoters through networking, thought leadership and community involvement.
Requirements
Bachelor’s degree or Master’s degree in accounting or business-related field.
Mandatory EA or CPA license.
Minimum of 10 years of experience working in public accounting with an emphasis on private client taxation including working with family offices and multi-generational families.
Proficient in at least one area: entity or individual and fiduciary taxation with an understanding of complex investments and related tax implications.
Familiar with multi-state taxation.
Strong written and verbal communication skills with the ability to lead collaborative teams and manage a book of business.
Preferred Qualifications
Master’s in taxation.
Experience with trust taxation, partnerships, flow-throughs, or foreign trust reporting.
