Tax Manager - Private Company

About the role

RSM's Private Company team is seeking a dynamic Tax Manager to join their expanding Business Tax practice. The team advises closely held businesses and their owners, collaborating with specialists in areas like estate and gift planning, state and local taxation, and international taxation.

Responsibilities

• Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance
• Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes planning and executing client tax engagements
• Collaborate with RSM specialists regarding Estate and Gift planning, State and Local Taxation, and International Taxation
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• May have people leadership responsibilities
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review research findings and ensure conclusions are consistent with firm policies and professional standards
• Remain up-to-date on current tax practices and changes in tax law
• Other duties as assigned
• Some travel may be required (varies based on location, line of business and client need)

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
• Minimum of 5 years of experience working in public accounting with an emphasis on taxation. Most recent years should include experience in managing client engagements
• Proficient in entity (Partnership, S Corporation or C Corporation) and Individual Taxation
• Familiar with Fiduciary, Gift, and Estate Taxation
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

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 Company arena
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation, industry specialization a plus
• Ability to handle multiple tasks simultaneously
• Experience in dealing with international tax matters a plus

Benefits

RSM offers a competitive benefits and compensation package, including flexible scheduling to balance personal and professional commitments. Learn more about our total rewards at this link.

Contact Information

To apply, please contact us at careers@rsmus.com. Accommodation for applicants with disabilities is available upon request. For those living in California or applying to a position in California, please click here for additional information.

Salary Range

The salary range (or starting rate for interns and associates) for this role is $95,400 - $180,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.