Tax Manager – Private Company

Overview

As a Tax Manager at RSM, you guide business owners through complex tax and planning opportunities while leading a client-focused engagement team. You collaborate with specialists to deliver comprehensive wealth transfer, estate, and international tax strategies. You will develop strong client relationships and contribute to growth opportunities with existing clients and prospects. This role offers a clear path for development and exposure to strategic tax planning within a supportive Private Company team.

Pay / Benefits

• competitive benefits and compensation
• flexibility in schedule
• balance life and client service
• total rewards
• performance-based bonus
• supportive development programs

Responsibilities

• Advise owner clients on business and tax opportunities, including succession and wealth transfer planning, and tax compliance
• Manage and oversee engagements for Partnerships, S corporations, C corporations, and Individuals/Fiduciaries
• Collaborate with Estate/Gift planning, SALT, and International Tax specialists
• Coordinate multi-faceted tax issues and communicate clearly to clients and teams while managing risk
• Provide potential people leadership and guide junior staff on engagements
• Drive growth opportunities with current clients and prospects in collaboration with senior leadership
• Review research findings for consistency with firm policies and standards
• Stay up-to-date on tax practices and changes in tax law
• Support other duties as assigned
• Occasionally travel depending on location and client needs

Key requirements

• Bachelor’s degree in Accounting or business-related field
• CPA license or equivalent (J.D. or Enrolled Agent)
• Minimum 5 years in public accounting with taxation focus
• Experience managing client engagements
• Proficiency in Partnership, S Corporation, C Corporation, and Individual taxation
• Familiarity with Fiduciary, Gift, and Estate taxation
• Strong written and verbal communication for client collaboration
• Ability to handle multiple tasks and work with clients to gather tax information

• Strong communication and collaboration
• Client service orientation
• Ability to lead or mentor others
• Tax planning and compliance for Partnerships, S Corp, C Corp
• Estate and gift tax planning
• State and Local Taxation

…