Tax Manager - Private Company

We are the 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 exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

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.

As a Tax Manager, you will be responsible for the following:

• 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.
• 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.
• 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.
• Review 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.
• Proficient in entity (Partnership, S Corporation or C Corporation) and Individual Taxation.
• Familiar with Fiduciary, 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:

• 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.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Compensation Range: $88,400 - $167,200. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.