Tax Leadership Role
5 days ago
Company Overview: RSM is a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential in a world of change.
Salary: $137,700 - $276,700 per year. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Job Description: As a Tax Senior Manager at RSM, you will be responsible for providing exceptional tax services to ultra-high net worth clients. Your technical expertise and ability to work collaboratively with the team will drive excellent client service and growth.
Key Responsibilities:
- Advise clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
- Lead engagement teams focused on individual, fiduciary, gift, generation skipping, and estate taxation.
- Anticipate client needs and collaborate with RSM colleagues to build relationships and support growth.
- Participate in prospective client proposals and build new client relationships.
- Deliver exceptional talent experience by building collaborative teams and developing team members.
- Participate in local and national committees to develop technical expertise and strategic plans.
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters.
Qualifications:
- Bachelor's degree in accounting or a 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.
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and 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.
Benefits:
- A competitive benefits and compensation package for all employees.
- Personalized wellbeing programming for physical, emotional, financial, and community wellbeing.
- A generous time off policy with at least 14 paid holidays, wellbeing days, and associate access to self-managed time off.
- Flexibility in scheduling to balance life's demands while maintaining the ability to serve clients.
About RSM: RSM is an Affirmative Action and Equal Employment Opportunity employer. We welcome and support all employees to thrive in an environment free of discrimination and harassment.
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