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Tax Senior Manager
2 months ago
We are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a key member of our Ultra-High Net Worth Fund Executives team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.
Key Responsibilities- Advise Financial Fund Executive clients on all stages of a fund lifecycle, from growth and expansion to maturity and exit transition.
- Lead a dedicated engagement team that provides consistency in tax preparation due to the complexities of fund reporting.
- Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds.
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as 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.
- Demonstrate alignment with RSM's core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.
- 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, with most recent years including experience in leading all aspects of client engagements and driving growth.
- Proficient in individual and entity (partnership, S Corporation, or C Corporation) 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.
- LL.M. in Taxation and/or Master's in Taxation.
- Experience with fiduciary, gift, and estate taxation.
RSM offers a competitive benefits and compensation package for all our people, including a generous time-off policy, flexibility in your schedule, and access to self-managed time off. We welcome and support all our employees to thrive in an environment free of discrimination and harassment.
