Tax Supervisor - Ultra High Net Worth - Investment Fund Executives

Location: Boston

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, 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 Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund. We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world. We leverage a focused global financial services practice with the depth of tax and technology resources to customize our services to meet the special needs of each executive we serve.

We collaborate with our clients, industry experts, other professionals and specialists both within and outside RSM to achieve our clients’ goals.

As a Tax Supervisor, you will be responsible for the following, which focus on your technical expertise and ability to work on a collaborative team dedicated to excellent client service:

Be an essential team member advising Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance

Supervise staff and assist with the execution of client tax engagements focused on entity, individual, fiduciary, and gift / estate taxation and provide consistency in tax preparation due to the complexities of fund reporting

Provide leadership, training and career mentorship to staff level team members

Review work for accuracy and quality

Use feedback and our career development framework to grow your technical and soft skills

Basic Qualifications

• Bachelor’s degree - preferably in accounting or business-related field
• CPA eligible
• Minimum of 4 years of experience working in public accounting with an emphasis on taxation.
• Experience with individual and entity (partnership, S corporation or C corporation) taxation with an understanding of complex investments and the related tax implications
• Familiar with fiduciary, gift and estate, state and local and international taxation and reporting
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications

CPA, EA, licensed attorney, LL.M. in Taxation and/or Master’s in Taxation

Experience with private client or business taxation with a desire to grow skills in the private client arena

Experience working with investment funds or experience working at an alternative asset management firm

Experience with fiduciary, gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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; 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 [email protected].

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. For those living in California or applying to a position in California, please click here for additional information.

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: $82,400 - $155,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.