Tax Manager

Full Job Description

• 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.
• There’s no one like you and that’s why there’s nowhere like RSM.
• RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their family office, operating business, and investment structures.
• We seek to understand the goals of ultra-high-net-worth families with our customized and integrated Cross-Line of Business services, technology, and insights.
• We meet our clients where they are along their wealth journey and assist in providing solutions across the family office lifecycle.
• From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing
• Our community of professionals is focused on your success.

As part of the team, you will have the following to support you in your professional journey:

• Exposure to strategic tax planning, business advisory, and compliance work
• A customized well-defined career path to match your professional goals
• Access to specialized training and programs, cutting-edge technology, annual goal setting, career advisors, and coaches with real-time feedback for developmental growth

As a Tax Manager, you will be responsible for the following job duties which are focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service:

• Advise single-family, multi-family, and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation.
• This includes the planning and execution of client tax engagements
• Collaborate with RSM specialists regarding estate and gift planning and taxation, 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

Basic Qualifications:

• Bachelor’s degree in accounting or business-related field
• CPA, EA, or JD required
• Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation.
• Most recent years should include experience in managing client engagements
• Proficient in at least one area: entity, individual, and fiduciary taxation; with an understanding of complex investments and the related tax implications
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications:

• Experience with private client or business taxation with a desire to grow skills in the private client family office arena
• Experience working with family office clients or experience working in a family office
• Experience with gift and estate taxation

Pay: $92,600 – $174,900