Senior Tax Manager, Private Client Services

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RSM’s Private Client Services practice is looking for a dynamic tax senior manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our private client service offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.

We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.

Our community of professionals are focused on your success. Our partners and other professionals will support you and your development through:

• exposure to strategic tax planning, business advisory and compliance work
• a customized well-defined career path to match your professional goals
• access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth
  
  

Our PCS team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, other Private Client professionals and specialists throughout RSM to reach these goals.

As a senior tax manager, you will be responsible for the following, which are focused on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:

• Advise business owner clients on a full spectrum of tax services including business and succession planning, wealth transfer planning and tax compliance
• Lead the engagement team focused on partnership, Corporate, and trust entities, as well as individual taxation. This includes 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
• Help increase the groups revenue through business development
• 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.
  
  

Basic Qualifications:

• Bachelor’s degree in accounting or business-related field
• CPA license or equivalent in Canada
• Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation. Most recent years should include experience in leading all aspects of client engagements and driving growth
• Proficient in entity (partnerships, corporations, trusts) and individual taxation
• Familiar with gift and estate taxation
• 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:

• CPA In-depth course (Taxation) and/or Master’s in Taxation
  
  

In accordance with applicable law and RSM policy, prospective hires will be required to demonstrate that they have been fully vaccinated for COVID-19. If not vaccinated for COVID-19 they must qualify foran accommodation to this vaccination requirement or participate in testing.

If you are located in New York, pursuant to current applicable law, you will be required to be vaccinated to enter the New York office and testing is not an option to enter the New York office.

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.