Taxation Specialist

4 weeks ago

New York, New York, United States RSM US LLP Full time
Join Our Team as a Tax Manager

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.

About the Role

As a Tax Manager, you will be responsible for advising Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance. You will manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, providing consistency in tax preparation due to the complexities of fund reporting.

Key Responsibilities
  • Advise clients on individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance
  • Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation
  • 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
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 and entity (partnership, S corporation, or C corporation) taxation with an understanding of complex investments and the related tax implications
  • Familiar with fiduciary, gift, and estate, state and local, and international taxation and reporting
  • Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously
Preferred Qualifications
  • LL.M. in Taxation and/or Master's in Taxation
  • Experience with private client or business taxation with a desire to grow skills in the private client arena
  • Experience working with investment funds or experience working at an alternative asset management firm
  • Experience with fiduciary, gift, and estate taxation
What We Offer

We offer 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 https://rsmus.com/careers/working-at-rsm/benefits.

We are an Affirmative Action and Equal Opportunity Employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

We do not intend to hire entry-level candidates who will require sponsorship now or in the future (i.e., F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

We will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions, including education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $99,100 - $199,100

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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