Senior Tax Leadership Position in Private Client Services
2 days ago
RSM is a 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 Ultra-High Net Worth Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund. We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world.
We leverage a focused global financial services practice with the depth of tax and technology resources to customize our services to meet the special needs of each executive we serve. We collaborate with our clients, industry experts, other professionals and specialists both within and outside RSM to achieve our clients' goals.
Job Summary
As a Tax Senior Manager, you will be responsible for leading a collaborative team dedicated to excellent client service. Your technical expertise will be utilized to advise Financial Fund Executive clients in all stages of a fund lifecycle – from growth and expansion to maturity and exit transition.
Main Responsibilities
- Advise Financial Fund Executive clients on income tax planning, wealth transfer planning, and tax compliance.
- Lead a dedicated engagement team providing consistency in tax preparation due to the complexities of fund reporting.
- Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation.
- 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.
- Deliver 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.
- Demonstrate 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.
Requirements
- 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.
- Proficient in individual and entity (partnership, S Corporation, or C Corporation) taxation with an understanding of complex investments and the related tax implications.
- Experience with state and local/franchise taxation for multi-state filers.
- Experience with international taxation and reporting.
- 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 fiduciary, gift, and estate taxation.
Compensation
The estimated salary range for this position is $137,700 - $276,700 per year, plus a discretionary bonus based on firm and individual performance.
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