Tax Manager

4 weeks ago


Jacksonville, Florida, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Manager to join our Ultra High Net Worth Multi-Generational Families team at RSM US LLP. As a Tax Manager, you will be responsible for advising ultra-high net worth clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.

Key Responsibilities
  • Advise clients on 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
About RSM

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


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