Tax Senior Manager
4 weeks ago
We are seeking a highly skilled Tax Senior Manager to join our team at RSM US LLP. As a key member of our Ultra-High Net Worth Fund Executives team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.
Key Responsibilities- Advise Financial Fund Executive clients on all stages of a fund lifecycle, from growth and expansion to maturity and exit transition.
- Lead a dedicated engagement team that provides consistency in tax preparation due to the complexities of fund reporting.
- Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds.
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as 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.
- Demonstrate alignment with RSM's core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.
- 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, with most recent years including experience in leading all aspects of client engagements and driving growth.
- 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.
- LL.M. in Taxation and/or Master's in Taxation.
- Experience with fiduciary, gift, and estate taxation.
RSM offers a competitive benefits and compensation package for all our people, including a generous time-off policy, flexibility in your schedule, and access to self-managed time off. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer.
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Tax Senior Manager
4 weeks ago
Connecticut, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Ultra-High Net Worth Fund Executives team. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.Key ResponsibilitiesAdvise Financial Fund Executive...
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Tax Senior Manager
3 weeks ago
Connecticut, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Ultra-High Net Worth Fund Executives team. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.Key ResponsibilitiesAdvise Financial Fund Executive...
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Tax Senior Manager
4 weeks ago
Connecticut, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Ultra-High Net Worth Fund Executives team. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.Key ResponsibilitiesAdvise Financial Fund Executive...
-
Tax Senior Manager
4 weeks ago
Connecticut, United States RSM US LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Manager to join our Ultra-High Net Worth Fund Executives team. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including income tax planning, wealth transfer planning, and tax compliance.Key ResponsibilitiesAdvise Financial Fund Executive...
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