Top 10 Public Accounting Firm - First Class Benefits & Compensation!
This Jobot Job is hosted by: Sarah Murphy
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Salary: $250,000 - $275,000 per year
A bit about us:
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.
Why join us?
Salary is commensurate with experience
You will be paid overtime for all hours worked in excess of 40 hours per week
This position is eligible for annual bonuses depending on firm profitability and individual & team performance
401(k) Retirement plan with employer contribution
Generous Paid Time Off program
Company subsidized health and dental insurance.
Job Details
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside our firm to achieve clients’ goals.
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and profitability thresholds
Anticipate client needs and collaborate with colleagues in specialty tax areas as well as across line of business to build client relationships and support growth
Participate in prospective client proposals and intentionally plan to build new client relationships
Delivers 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 RSM promoters through networking, thought leadership and community involvement
Basic Qualifications:
Bachelor’s degree in accounting or business-related field
CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals. Most recent years should include experience in leading all aspects of client engagements and driving growth
Proficient in 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
Interested in hearing more? Easy Apply now by clicking the "Apply" button.