Tax Senior Manager

4 weeks ago


Stamford, Connecticut, United States RSM US LLP Full time
Senior Tax Manager

RSM US LLP is seeking a highly skilled Senior Tax Manager to join our team. As a key member of our Ultra-High Net Worth Fund Executives team, you will be responsible for providing expert tax advice to our clients, including founding and/or managing partners and principals of investment funds and C-Suite level executives.

Key Responsibilities:
  • Advise clients on a full spectrum of tax services, including income tax planning, wealth transfer planning, and tax compliance.
  • Lead a dedicated engagement team to provide consistency in tax preparation due to the complexities of fund reporting.
  • Anticipate client needs and collaborate with RSM colleagues in specialty tax areas and 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.
Requirements:
  • 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.
  • 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.
Compensation:

The salary range for this role is $137,700 - $276,700. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.


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