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Tax Manager
2 months ago
We are seeking a highly skilled Tax Manager to join our Ultra High Net Worth Multi-Generational Families team at RSM Global. As a key member of our team, you will be responsible for providing expert tax advice to our clients, managing client engagements, and collaborating with our specialists to deliver exceptional client service.
Key Responsibilities- Advise clients on a full spectrum of 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 on 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.
- 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.
- Minimum of 5 years of experience working in public accounting with an emphasis on taxation, including experience in managing client engagements.
- 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.
- LL.M. in Taxation and/or Master's in Taxation.
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 to balance life's demands.
We are an Affirmative Action and Equal Opportunity Employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please contact us.
