Tax Senior Manager

1 month ago


Pittsburgh, Pennsylvania, United States RSM Global Full time
About RSM Global

RSM Global is the leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential in a world of change.

Job Summary

We are seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be responsible for advising 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.

Key Responsibilities
  • Advise family office and multi-generational families on tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
  • Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation.
  • Anticipate client needs and collaborate with RSM colleagues in specialty tax areas and cross-line of business to build client relationships and support growth.
  • Participate in prospective client proposals and intentionally plan to build new client relationships.
  • Deliver 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.
Requirements
  • Bachelor's degree in accounting or a 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.
  • 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.
Compensation and Benefits

RSM offers a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.

Learn more about our total rewards at RSM Global website.

RSM is an Affirmative Action and Equal Opportunity Employer. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race, color, creed, sincerely held religious beliefs, practices, or observances, sex (including pregnancy or disabilities related to nursing), gender (including gender identity and/or gender expression), sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition (including family and medical leave), domestic violence victim status, past, current, or prospective service in the US uniformed service, US Military/Veteran status, pre-disposing genetic characteristics, or any other characteristic protected under applicable federal, state, or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.


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