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Tax Manager

1 month ago

Chicago, Illinois, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Manager to join our team at RSM US LLP. As a Tax Manager, you will play a key role in providing exceptional tax services to our clients, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.

Key Responsibilities
  • Advise clients on a full spectrum of tax services, including entity, individual, fiduciary, and gift/estate taxation.
  • Manage and oversee engagement teams focused on tax planning and execution.
  • Collaborate with RSM specialists on estate and gift planning, state and local taxation, and international taxation.
  • Provide leadership, training, and career mentorship to staff and supervisor-level team members.
  • Drive growth opportunities with existing clients and prospects.
Requirements
  • Bachelor's degree in accounting or a business-related field.
  • CPA, EA, or JD required.
  • Minimum of 5 years of experience in public accounting or a family office with an emphasis on taxation.
  • Proficient in entity, individual, and fiduciary taxation, with an understanding of complex investments and 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

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, flexibility in your schedule, and a commitment to diversity and inclusion.