Tax Manager - Private

Position: 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, 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.

There’s no one like you and that’s why there’s nowhere like RSM.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 workA customized well-defined career path to match your professional goals

Access to specialized trainings and programs, cutting edge technology, annual goal setting, performance 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

May have people leadership responsibilities

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 fieldCPA 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…