Referso Jobs

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Hyderabad
On-site
Full-time · Associate
3+ years

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Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Hyderabad
On-site
Full-time · Associate
3+ years

Apply with Referso

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Bengaluru, Karnataka, India
Full-time · Mid
3+ years

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Senior Associate in the Ultra High Net Worth Multi-Generational Families team focusing on complex estate and income tax planning and compliance for high net‑worth individuals and corporate executives.

Responsibilities

Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040)

Requirements

Bachelor’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: real estate industry tax experience
Nice to have: international tax matters

Skills

GoSystem CCH Axcess Tax SurePrep Form 1040 Form 1065 Schedule K-1

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Bengaluru, Karnataka, India
Senior
3+ years

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Senior Associate in the Ultra High Net Worth Multi-Generational Families tax team, responsible for complex individual and partnership tax planning, compliance, and client advisory.

Responsibilities

Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040) for high net‑worth individuals

Requirements

Bachelor’s or Master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: Real estate industry tax experience
Nice to have: International tax matters

Skills

Reviewing complex individual income tax returns (Form 1040)Preparing partnership tax returns (Form 1065) and Schedule K-1s Investment-related tax reporting (Forms 1099-B/1099-DIV/1099-INT)

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Gurugram, Haryana, India
Full-time · Associate
3+ years

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Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects.

Compensation

At RSM, we offer a competitive benefits and compensation package for all our people.

Responsibilities

Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
Review complex individual income tax returns (Form 1040), preferably for high net-worth individuals and investment-focused taxpayers

Requirements

Bachelor’s degree in accounting or business-related field
Master’s in US Taxation
Nice to have: SurePrep experience
Nice to have: Enrolled agent / CPA license
Nice to have: Experience in GoSystem/CCH

Skills

Tax compliance Tax research

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Hyderabad
Full-time · Associate
3+ years

Apply with RefersoAI Apply on careers page

Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving strategic tax planning, business advisory, and compliance work.

Responsibilities

Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
Review of work to ensure high-quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
Review complex individual income tax returns (Form 1040), preferably for high net-worth individuals and investment-focused taxpayers

Requirements

Bachelor’s degree in accounting or business-related field
Master in US Taxation
Nice to have: SurePrep experience
Nice to have: Enrolled agent / CPA license
Nice to have: Experience in GoSystem/CCH

Skills

Tax compliance Tax research Individual income tax return review (Form 1040)

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Hyderabad, Telangana, India
Associate
3+ years

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Senior Associate in Ultra High Net Worth Tax team focusing on complex estate and income tax planning for high net-worth individuals and corporate executives.

Responsibilities

Plan and execute tax engagements including compliance and strategic consulting
Review work for quality assurance
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain client relationships
Prepare individual and partnership tax returns and related schedules

Requirements

Bachelor’s or master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: Experience with SurePrep
Nice to have: Experience with international tax matters

Skills

Review complex individual income tax returns Prepare partnership tax returns Understand partnership basis and pass-through income Experience with investment-related tax reporting

Senior Associate, Ultra High Net Worth, US Tax

RSM · Posted Nov 11, 2026

Open

Bengaluru, Karnataka, India
Full-time · Associate
3+ years

Apply with RefersoAI Apply on careers page

Compensation

At RSM, we offer a competitive benefits and compensation package for all our people.

Responsibilities

Plan and execute tax engagements including tax compliance and strategic tax consulting
Review of work to ensure high-quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements
Develop and sustain strong relationships with clients and other professional advisors
Review complex individual income tax returns (Form 1040) for high net-worth individuals

Requirements

Bachelor’s degree in accounting or business-related field
Master in US Taxation
Nice to have: SurePrep experience
Nice to have: Enrolled agent / CPA license
Nice to have: Experience in GoSystem/CCH

Skills

Tax compliance Tax research Individual income tax return review (Form 1040)

Senior Associate, Ultra High Net Worth, US Tax

RSM US LLP · Posted Nov 11, 2026

Open

Gurugram, Haryana, India
On-site
Full-time · Senior
3+ years

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Senior Associate focused on complex individual and partnership tax planning and compliance for ultra high net worth families and corporate executives.

Responsibilities

Plan and execute tax engagements including compliance and strategic consulting
Review work for quality and accuracy
Identify and recommend process improvements
Develop and sustain client relationships
Prepare and review complex individual income tax returns (Form 1040)

Requirements

Bachelor’s or master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: Experience with real estate industry tax preparation
Nice to have: International tax matters

Skills

Reviewing complex individual income tax returns (Form 1040)Preparing partnership tax returns (Form 1065) and Schedule K-1s Investment-related tax reporting (Forms 1099-B/1099-DIV/1099-INT)Working knowledge of partnership basis and passive activity limitations

Manager, Tax

Mariner · Posted Nov 5, 2026

Open

Tulsa, Oklahoma, United States
Manager
5+ years

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Tax Manager responsible for client relationships, tax strategy implementation, and team leadership.

Responsibilities

Managing and mentoring a growing team of professionals
Responsible for client relationships and retention
Managing consulting tax projects
Reviewing tax returns and projections
Understanding client business needs

Requirements

Bachelor’s degree required

Skills

CPA or EA Required Experience providing client-centric tax consulting to high-net-worth clients Strong research capabilities for complex tax needs Mastery of tax compliance software products (CCH or GOSystem preferred)CCH GOSystem

See full job description

Tax Manager

Standish Management · Posted Nov 5, 2026

Open

Dallas, Texas, United States +2 more
Manager
5+ years

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Lead federal, state, and local tax compliance and advisory engagements for management companies, investment advisers, and operating partnerships.

Locations (3)

Dallas, Texas, United States
Portland, Oregon, United States
Raleigh, North Carolina, United States

Responsibilities

Review and manage federal, state, and local tax returns
Advise clients on management fee income, expense allocations, partner compensation, guaranteed payments, and partnership tax matters
Lead multistate tax consulting projects, including nexus, market-based sourcing, apportionment, and state filing requirements
Manage PTET elections, compliance, estimated payments, and related planning opportunities
Research and resolve complex federal and state tax issues

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