RSM’s Private Company tax practice takes a holistic approach to advising our clients of closely held businesses and their owners. Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help the business, its owners and their families achieve their long-term goals. In collaboration with cross-functional teams both in and outside of RSM, our professionals leverage their expertise in strategic tax planning, business advisory and compliance, all while delivering digitally-enabled services in conjunction with our tax technology teams. 

RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team.  At RSM, our Private Client Services practice is rooted in strong relationships based on a deep understanding of what matters most to our clients.  Our private client service offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.

We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.  

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, corporate, and trust entities.  This includes the planning and execution of client tax engagements 
• 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
• 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 

Required Qualifications:

• Bachelor’s degree in accounting or business-related field 
• CPA license or equivalent
• Minimum of 5 years of experience working in public accounting with an emphasis on taxation and/or private client taxation.  Most recent years should include experience in managing client engagements.
• Proficient in entity (partnerships, corporations, trusts) and individual taxation 
• Familiar with gift and estate taxation 
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously 

Preferred Qualifications:

• CPA in-depth course and/or Master’s in Taxation  
• Experience with private client or business taxation with a desire to grow skills in the private client arena