Tax Senior 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. 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 Senior 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 work

  • A customized well-defined career path to match your professional goals

  • Access to specialized trainings and programs, cutting edge technology, annual goal setting, career 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 Senior 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

  • Provide leadership, training and career mentorship to Supervisor and Manager level team members, which will include serving as a Career Advisor by providing honest and timely performance feedback 

  • 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

  • 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 7 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

  • Excellent 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 client arena

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.  We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.  Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer.  We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.  RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range: $120,200 – $261,100

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