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.
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance.
Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client's planning and compliance needs.
We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients' goals.
As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service :
- Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
- Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
This includes the planning and execution of client tax engagements
- Collaborate with RSM specialists regarding state and local taxation and international taxation
- Provide leadership, training and career mentorship to staff and supervisor level team members
- 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
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
- 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 individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and / or estate, gift and generation skipping transfer taxation
- Familiar with multi-state taxation
- Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously
Preferred Qualifications
LL.M. in Taxation and / or Master's in Taxation
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.
- 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.
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.
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 : $99,100 - $199,100
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Sr. Manager - State & Local Tax, Asset Management
Possess thorough knowledge of a variety of state and local sales and use tax laws, regulations, policies and procedures, as well as tax planning, restructuring, due diligence, audit defense, reverse audits and state controversy work . RSM is seeking an experienced, energetic, and self-motivated stat...
Audit/Tax Manager
Experience with any of the following is helpful but not mandatory: Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, ...
Tax Manager - Federal Credits and Incentives - Washington National Tax
Team members share their analysis of potential implications of new tax laws, Treasury regulations and IRS pronouncements through a regular cadence of articles, webcasts and newsletters and working closely with our engagement teams and clients. We are seeking a Tax Manager to join our expanding tax p...
Tax Quality Control and Risk Management Senior Manager, Director or Partner
The ideal candidate should possess strong verbal and writing skills, as well as deep technical tax expertise in one or more of the following areas of tax law:. Estate, gift, and generation-skipping transfer tax. Our goal is to balance high development with high performance in order to meet the long-...
Tax Manager - Accounting Methods and Periods - Washington National Tax
As a member of our Credits, Incentives and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing revenue, expense, capitalization, cost recovery and inventory accounting - whether based on regulatory change, tax planning/opti...
PGIM Real Estate - Senior Asset Manager (High Yield)
B net), PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year le...
Asset & Wealth Management - Tax Senior Manager
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. SummaryA career in our F...
Tax Manager - Accounting Methods and Periods
As a member of our Credits, Incentives and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing revenue, expense, capitalization, cost recovery and inventory accounting – whether based on regulatory change, tax planning/opti...
Tax Software & Systems Implementation Consultant, Senior Manager
The Software and Systems group within Tax Reporting & Strategy (TRS) offers management consulting services to clients and to their large corporate tax functions, by monitoring and analyzing legislative and regulatory tax developments, developing strategies in anticipation of tax law changes and regu...
Senior Manager - SALT Sales and Use Tax
Manage the following types of sales and use tax consulting projects; technical research memoranda, nexus studies, exposure quantification, voluntary disclosures and other sales tax mitigation strategies, audit defense and appeals, reverse sales tax audits and other sales tax refunds, ASC 450 reviews...