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Tax Manager

2 months ago

Boston, Massachusetts, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a key member of our Private Client Taxation group, you will be responsible for providing expert tax advice to our Financial Fund Executive clients.

Key Responsibilities
  • Advise clients on a full spectrum of tax services, including income tax planning, wealth transfer planning, and tax compliance.
  • Lead a dedicated engagement team to provide consistency in tax preparation and exceed client expectations.
  • Anticipate client needs and collaborate with RSM colleagues to build client relationships and support growth.
  • Deliver exceptional talent experience by building collaborative teams and developing and rewarding team members.
  • Participate in local and national committees to build 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.
  • Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation.
  • Proficient in individual and entity taxation with an understanding of complex investments and related tax implications.
  • Experience with state and local/franchise taxation for multi-state filers.
  • Experience with international taxation and reporting.
  • Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.
What We Offer
  • A competitive salary range based on education, skills, work experience, certifications, and location.
  • A discretionary bonus based on firm and individual performance.
  • A collaborative and dynamic work environment with opportunities for growth and development.