Tax Supervisor - Private Client Services

Full Time
New York, NY 10036
Posted
Job description
RSM’s Private Client practice is looking for a dynamic tax supervisor to join our Ultra-High Net Worth team. At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors aligns to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.

Our community of professionals is focused on your success. Our leadership team and other professionals will support you and your development through:
  • Exposure to strategic tax planning, business advisory and compliance work.
  • A customized well-defined career path to match your professional goals.
  • Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth

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 takes a holistic approach through consulting and compliance with income tax, philanthropic, retirement, gift, estate and trust needs.

As a tax supervisor, you will be responsible for the following, which are focused on your technical expertise and ability to work as a collaborative team member to deliver excellent client service:

  • Be an essential team member advising ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
  • Supervise staff and assist with the execution of client tax engagements focused on individual, fiduciary, gift, generation-skipping, and estate taxation.
  • 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 in accounting or business-related field
  • Passed all four parts of the CPA exam and met all state education requirements to become a CPA in one’s principal place of business/home state; Passed the bar exam; Or passed the enrolled agent exam
  • Minimum of 4 years of experience working in public accounting with an emphasis on taxation Most recent years should include experience in managing client engagements
  • Experience with individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
  • Familiar with multi-state taxation
  • Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously

Preferred Qualifications:

  • J.D., LL.M. in Taxation and/or Master’s in Taxation


Currently, RSM does not intend to hire candidates for entry level positions who will need, now or in the future, RSM sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

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.

The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on RSM’s total rewards, visit our website at https://rsmus.com/careers/working-at-rsm/benefits.html.

If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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