Tax Manager

Website RSM US

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms.

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 trainings 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 around 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 a year

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