Education: UG – Any Graduate, PG – Any Postgraduate (Master’s in Accounting preferred)
Experience: 2–4 years in public accounting with emphasis on High Net-Worth Taxation
Key Skills:
Tax Preparation
Tax Planning and Research
High Net-Worth Taxation
Multi-State Tax Returns
Tax Tools (SurePrep, TaxCaddy, CCH Access)
Research Tools (Checkpoint, BNA, Bloomberg)
Microsoft Office Suite
Role Summary: Prepare and review medium to complex tax returns (Form 1040, Multi-State Returns) and build strong client relationships to support high-net-worth domestic partners.
Primary Responsibilities
Work with high-net-worth individuals and prepare/review complex tax returns, including Multi-State Returns.
Handle state-specific credits and deductions, reverse tax credits, and other specialized tax matters.
Collaborate closely with clients to address questions, gather information, and ensure tax service requirements are met.
Reconcile and verify client-provided documentation for consistency and accuracy.
Conduct tax planning and research to develop innovative tax strategies for clients.
Maintain current knowledge of tax legislation relevant to private clients and entity structures.
Contribute to tax position memoranda and other documentation on complex tax issues.
About the Company
Company Name: RSM US-India
Industry Type: Accounting / Auditing
RSM is a leading provider of audit, tax, and consulting services focused on empowering clients with cutting-edge insights. With a reputation for excellence, RSM offers an inclusive and growth-oriented culture that balances professional development with personal well-being.