Tax Manager
3 weeks ago
We are seeking a highly skilled Tax Manager to join our team at RSM Global. As a Tax Manager, you will be responsible for advising single-family, multi-family, and virtual-family office clients on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
Key Responsibilities
- 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 a business-related field.
- CPA, EA, or JD required.
- Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation.
- Proficient in at least one area: entity, individual, and fiduciary taxation, with an understanding of complex investments and the related tax implications.
- Familiar with multi-state taxation.
- Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously.
Preferred Qualifications
- Experience with private client or business taxation with a desire to grow skills in the private client family office arena.
- Experience working with family office clients or experience working in a family office.
- Experience with gift and estate taxation.
About RSM Global
RSM Global 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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