Tax Senior Manager - Private
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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.
There’s no one like you and that’s why there’s nowhere like RSM.
RSM’s Private Client Services practice is looking for a dynamic Tax Senior 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 offers 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 7 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 estate and individual 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 clients or business taxation with a desire to grow skills in the private client arena
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
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