Tax Manager - Private Company at RSM US LLP

RSM’s Private Company team is looking for a dynamic Tax Manager to join our expanding Business Tax practice. At RSM, our Private Company practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to focus on closely held businesses and their owners.  Our Private Company professional may also support ultra-high net worth individuals and small family offices. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.

Our community of professionals is focused on your success.  Our leadership team and other professionals will support you and your development through:

• 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

Our team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, and specialists throughout RSM to reach these goals.

Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help owners, and their families achieve their long-term goals. As a Tax Manager, you will be responsible for the following, which are focused on your technical expertise, ability to lead a collaborative team dedicated to excellent client service, and business development:

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 the planning and execution of 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

• Provide leadership, training and career mentorship to Staff and Supervisor level team members, which will include serving as a Career Advisor by providing honest and timely performance feedback 

• 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
• Reviewing 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)

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 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