RSM US LLP is looking for an experienced Tax Senior Manager to join our expanding Private Client Services tax practice. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities, including personal taxation, charitable and trust taxation and estate/gift taxation. Private businesses and investments are often owned in flow-through enterprises such as partnerships and S-corporations. You will also help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with the Partners, clients and family offices.
We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, structure consultations with respect to family entities or private business entities, and all related Private Client/Family Wealth Services (e.g. personal taxation, charitable taxation, trust taxation, estate & gift taxation and financial planning for multi-generational families).
Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.
Managing and driving the success of multiple engagements
Be client facing and grow practice
Be responsible for revenue generation and managing a book of business
Attracting, developing, and retaining top talent
Keeping lines of communication open with staff and clients
Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction
Anticipating and addressing client concerns and escalating problems as they arise
Initiating "cross selling" business to other practices
Promoting new ideas and business & tax solutions that result in extended services to existing clients
Developing an understanding of client's business or family structure & investments, and becoming a "functional expert" in the area
Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
Providing appropriate and timely performance feedback to those supervised
8+ years of continuous recent public accounting or consulting experience in private client services
Experience working for a Big 4 or large national, regional or local accounting firm
Bachelor's degree in Accounting
CPA license required
Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
Exposure to reporting and filings related to foreign assets, investments and holdings would be a plus
Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses.
Exposure to business returns would be a plus, but not required
Must be able to support financial growth efforts and manage a book of business
Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
Strong verbal and written communication skills with the ability to articulate complex information and tax laws
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 US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.