Tax Senior 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 Senior 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 family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance
• Led the engagement team focused on entity, individual, fiduciary, and gift/estate taxation.
• This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross lines of business to build client relationships and support growth
• Participate in prospective client proposals and intentionally plan to build new client relationships
• Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members
• Participate in local and national committees focused on building technical expertise and strategic plans
• Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement
• Demonstrates alignment with RSM’s core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader

Basic Qualifications:

• Bachelor’s degree in accounting or business-related field
• CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
• Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with family offices and multi-generational families.
• Most recent years should include experience in leading all aspects of client engagements and driving growth
• Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations

Preferred Qualifications:

• LL.M. in Taxation and/or Master’s in Taxation
• Experience with gift and estate taxation

Pay: $92,600 – $174,900 a year