Taxation and Private Client Services Expert

1 week ago

Red Deer, Alberta, Canada RSM US LLP Full time

We are a leading provider of professional services to the middle market globally.

About RSM

RSM's Private Company tax practice takes a holistic approach to advising our clients of closely held businesses and their owners. Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help the business, its owners, and their families achieve their long-term goals. In collaboration with cross-functional teams both in and outside of RSM, our professionals leverage their expertise in strategic tax planning, business advisory, and compliance, all while delivering digitally-enabled services in conjunction with our tax technology teams.

Our Practice

RSM's 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 offering features a team of strategic advisors who focus exclusively on helping business owners and high-net-worth families strengthen their wealth and minimize tax.

Job Description

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 with complex and diverse financial and tax requirements.

  • 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, including 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.
Requirements

A bachelor's degree in accounting or a business-related field is required, along with a CPA license or equivalent. A minimum of 5 years of experience working in public accounting with an emphasis on taxation and/or private client taxation is also necessary.

Experience with private client or business taxation with a desire to grow skills in the private client arena is a plus.

EEO Statement

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, 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 Canadian uniformed service, pre-disposing genetic characteristics, or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

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