Strategic Tax Planning Manager

1 week ago

Old Toronto, Canada Rsm Us Llp. Full time
Tax Planning Manager Opportunity at RSM US LLP

We are the leading provider of professional services to the middle market globally, with a purpose to instill confidence in a world of change. Our exceptional people empower our clients and colleagues to realize their full potential.

RSM's Private Client Services practice takes a holistic approach to advising closely held businesses and their owners. We leverage expertise in strategic tax planning, business advisory, and compliance to deliver digitally-enabled services. In collaboration with cross-functional teams, we help clients achieve their long-term goals.

Our team is looking for a dynamic Strategic Tax Planning Manager to join us. At RSM, strong relationships are rooted in a deep understanding of what matters most to our clients. Our private client service offering features a team of strategic advisors who focus on helping business owners and high net worth families strengthen their wealth and minimize taxes.

We serve single to multi-generational private businesses operating nationally and internationally, as well as high net worth families with complex financial and tax requirements.

Key Responsibilities:

  • Advise business owner clients on business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance
  • Manage engagement teams focused on partnership, corporate, and trust entities
  • Anticipate client needs and collaborate with RSM colleagues to build client relationships and support growth
  • Provide leadership, training, and career mentorship to staff and supervisor level team members
  • Drive growth opportunities with existing clients and prospects
  • Develop strong relationships with clients and other professional advisors through outstanding client service

Required Qualifications:

  • Bachelor's degree in accounting or a business-related field
  • CPA license or equivalent
  • Minimum 5 years of experience working in public accounting with taxation and/or private client taxation emphasis. Most recent years should include managing client engagements.
  • Proficient in entity (partnerships, corporations, trusts) and individual taxation
  • Familiar with gift and estate taxation
  • Strong communication skills with the ability to work in a collaborative team and handle multiple tasks simultaneously

Compensation Package:

The estimated salary range for this role is $81,500 - $130,500 annually. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. We offer a competitive benefits package that supports your physical, emotional, financial, and community wellbeing.

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