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Senior Associate 1, PCS Ultra HNW
2-4 years
₹ 10.5 - 13.5L/yr (AmbitionBox estimate)
Kolkata, Hyderabad / Secunderabad, Gurgaon / Gurugram + 1 more
1 vacancy
Senior Associate 1, PCS Ultra HNW
RSM US in India
posted 4mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
- Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements.
- Collaborate with RSM specialists regarding state and local taxation and international taxation.
- Provide leadership, training and career mentorship to staff and supervisor level team members.
- Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
- Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
- 2-4 years of experience in 1040, High Net Worth Individuals.
- CPA license in one s principal place of business/home state, licensed J.D. or enrolled agent.
- Minimum of 2-4 years of experience working in public accounting with an emphasis on taxation Most recent years should include experience in managing client engagements.
- 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.
- Familiar with multi-state taxation.
- Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.
- EA/CPA is preferred.
Employment Type: Full Time, Permanent
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Rating based on 1 Senior Associate 1
review
Anonymous · Finance
in New Delhi
Salary on time
Politics, promotion on favouritism basis , bad culture, toxic culture, poor leadership
Read 1 reviewSenior Associate 1 salary at RSM US in India
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