Tax Senior Manager - Private Company

We are the 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. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Responsibilities:

• 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, S Corporation or C Corporation as well as individual and fiduciary 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 

• Delivers 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.   

Required Qualifications:

• Bachelor’s degree in accounting or 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.  Most recent years should include experience in leading all aspects of client engagements and driving growth 

• Proficient in entity (partnership, S Corporation or C Corporation) and individual taxation

• Experience with state and local / franchise taxation for multi-state filers 

• Familiar with fiduciary, 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:

• LL.M. in taxation and/or Master’s in Taxation   

• Experience with private client or business taxation with a desire to grow skills in the private client arena  

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

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (