Tax Senior Manager

4 weeks ago

West Palm Beach, Florida, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Senior Manager to join our Ultra-High Net Worth Fund Executives team at RSM US LLP. As a key member of our team, you will be responsible for providing strategic tax advice to our clients, including founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund.

Key Responsibilities
  • Advise Financial Fund Executive clients in all stages of a fund lifecycle, including income tax planning, wealth transfer planning, and tax compliance.
  • 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 the 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.
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, 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 the 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.
Preferred Qualifications
  • LL.M. in Taxation and/or Master's in Taxation.
  • Experience with fiduciary, gift, and estate taxation.

RSM US LLP offers a competitive benefits and compensation package for all our people, including flexibility in your schedule, empowering you to balance life's demands while maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is an Affirmative Action and Equal Opportunity Employer, and all applicants will receive consideration for employment without regard to race, color, creed, sincerely held religious beliefs, practices, or observances, sex (including pregnancy or disabilities related to nursing), gender (including gender identity and/or gender expression), sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition (including family and medical leave), domestic violence victim status, past, current, or prospective service in the US uniformed service, US Military/Veteran status, pre-disposing genetic characteristics, or any other characteristic protected under applicable federal, state, or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is 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 call us at [redacted] or send us an email at [redacted].

RSM does not intend to hire entry-level candidates who will require sponsorship now or in the future (i.e., F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions, including but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $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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