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, inclusive 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.
RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures.
We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights.
We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle.
From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy / data security and technology outsourcing.
Our community of professionals is focused on your success. As part of the team, you will have the following to support you in your professional journey :
- 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
As a Tax Senior Manager, you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service :
- Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
- Lead the engagement team focused on entity, individual, fiduciary and gift / estate 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
- Demonstrates 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 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 working with family offices and multi-generational families.
Most recent years should include experience in leading all aspects of client engagements and driving growth
- Proficient in at least one area : entity or individual and fiduciary taxation with an understanding of complex investments and the related tax implications
- Familiar with multi-state 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 gift and estate taxation
At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.
RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.
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.
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals.
- We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (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; 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.
Compensation Range : $137,700 - $276,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Tax Senior Manager, ASC740
The Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations wh...
Tax Senior Manager, Private Client Services
Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. Manages tax and consulting engagements and demonstrates ...
Senior Manager, Business Tax Services - Private Clients
Senior Manager, Business Tax Services - Private Clients. KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices. Serve...
Senior Manager, Value Added Tax
Work with value-added tax (VAT), goods and services tax (GST), sales and use tax, and other similar transaction-based taxesLiaise with indirect tax colleagues in Deloitte’s global member firm networkDevelop and manage your own book of business and drive market propositions to clients and targetsDire...
Manager or Senior Manager, Washington National Tax - Passthroughs
KPMG is currently seeking a Manager/Senior Manager, Washington National Tax (Passthroughs, Incentives, Methods, Credits) to join our Washington National Tax (WNT) practice. At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Work with KPMG's extensive netw...
Tax Senior Manager - Private Companies
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance,...
Tax Senior Manager - PS+ Practice
Includes weekly US Tax Talk, Canada Tax Digest, Tax Policies, Tax Go To Market, Tax Practice Aids and Service Models. The position is focused on growth of Professional Services+ Tax Services through collaborating with Professional Services+ Collaborative and building of unique tax communities betwee...
Senior Associate - Tax Controversy (National Office)
Perform tax research and draft tax memoranda on a broad range of federal tax issues. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally...
Experienced Senior, Family Office Services
In this role, the Tax Experienced Senior, Private Client & Family Office Services may be charged with supervising and reviewing the work of Private Client & Family Office Services Associates. The Tax Experienced Senior, Private Client & Family Office Services is responsible for performing and overse...
Tax Legal Business Associate Senior Manager TTC
At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps legal and tax departments pursue a streamlined, transparent, and efficient function that enhances the core responsibilities of contracting, compliance, reporting and planning, while also positioning legal and tax as a for the di...