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Job Description & How to Apply Below
As a key member of the Private Client Services team, you will manage client engagements, drive talent development, and oversee compliance within private client taxation.
Your role will be integral in advising multi-generational businesses to optimize their tax strategies and meet their financial goals effectively.
Key Responsibilities:
• Provide comprehensive tax advice on succession and wealth transfer
• Lead and mentor engagement teams for corporate and partnership clients
• Anticipate client needs through effective collaboration
• Engage in community and networking to strengthen relationships
• Uphold RSM’s core values and foster teamwork across the firm
Requirements:
• Bachelor’s degree in accounting or a business-related area
• Requires CPA license
• 10-15 years of experience in public accounting
• Expertise in individual and entity taxation
• Strong communication and team management skills
Empower clients and ensure their success with RSM's private client services.
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Position Requirements
10+ Years
work experience
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