Overview As a Tax Senior Manager in RSM's Private Company practice, you will lead tax and advisory work for closely held businesses and owners. You'll guide client engagements, collaborate with cross-functional RSM specialists, and drive growth with existing clients and prospects. You help owners protect and grow their business asset through strategic planning and compliant tax solutions. This role blends technical leadership with client service in a collaborative, growth-focused environment.
Compensation / Benefits- competitive benefits and compensation
- flexible schedule
- total rewards
- bonus potential
- discretionary bonus based on performance
Responsibilities- Advise business owner clients on tax opportunities, including succession and wealth transfer planning
- Manage and oversee engagements for Partnerships, S corporations, C corporations, Individuals and Fiduciaries
- Plan and execute client tax engagements with cross-functional collaboration
- Coordinate with Estate and Gift Planning, State and Local Tax, and International Tax teams
- Possibly assume people leadership responsibilities
- Identify and pursue growth opportunities with existing clients and prospects
- Develop and sustain strong client and advisor relationships through outstanding service
- Perform other duties as assigned
Key requirements- Bachelor's degree in Accounting or business-related field
- CPA license in principal place of business/home state, licensed JD or Enrolled Agent
- Minimum 7 years of public accounting tax experience with engagement management
- Proficiency in Partnership, S corporation and C corporation taxation and Individual taxation
- Familiarity with Fiduciary, Gift and Estate Taxation
- Excellent written and verbal communication and collaborative teamwork
- excellent communication
- collaborative
- client service oriented
- Partnership, S corporation, and C corporation taxation
- Individual taxation
- Estate and Gift Taxation
