Tax Manager

4 days ago


Jacksonville, Florida, United States RSM US LLP Full time
Unlock Your Potential as a Tax Manager at RSM US LLP

We are the leading provider of professional services to the middle market globally, 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.

About the Role

As a Tax Manager, you will be responsible for delivering exceptional client service and leading a team of professionals in providing tax services to ultra-high net worth clients. Your expertise will be focused on wealth transfer, charitable and retirement planning, and tax compliance.

Key Responsibilities
  • Advise clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
  • Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
  • Collaborate with RSM specialists regarding 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.
Requirements
  • 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.
  • Minimum of 5 years of experience working in public accounting with an emphasis on taxation.
  • Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation.
  • Familiar with multi-state taxation.
  • Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously.
Preferred Qualifications
  • LL.M. in Taxation and/or Master's in Taxation.

We offer a competitive benefits and compensation package for all our people. We are an equal opportunity employer and welcome applications from diverse candidates. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please contact us.


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