Tax Manager

4 weeks ago


Chicago, Illinois, United States RSM US LLP Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at RSM US LLP. As a Tax Manager, you will be responsible for providing strategic tax planning and client service to our family office and wealth management clients. You will work closely with our team to deliver exceptional client service and drive business growth.

Key Responsibilities:

  • Advise clients on tax planning and compliance matters, including structuring and modeling, succession planning, and wealth transfer planning.
  • Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation.
  • Collaborate with RSM specialists on 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 growth opportunities with existing clients and prospects.

Requirements:

  • Bachelor's degree in accounting or 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 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 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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