Senior Taxation Professional

1 week ago


Red Deer, Alberta, Canada Rsm Us Llp. Full time

RSM's Private Client Services practice is looking for a seasoned Taxation Expert to join our team. As a key member of our private client service offering, you will work closely with strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.

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 and beyond with complex and diverse financial and tax requirements operating locally and internationally.

Your responsibilities will include:

  • Providing expert taxation advice to business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
  • Managing and overseeing the engagement team focused on partnership, corporate, and trust entities, including the planning and execution of client tax engagements.
  • Anticipating client needs and collaborating with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth.
  • Providing leadership, training, and career mentorship to staff and supervisor-level team members.
  • Driving and collaborating with senior leadership on growth opportunities with existing clients and prospects.
  • Developing and sustaining strong relationships with clients and other professional advisors through a commitment to outstanding client service.

To be successful in this role, you will need:

  • A Bachelor's degree in accounting or a business-related field.
  • 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, with most recent years including experience in managing client engagements.
  • Proficiency in entity (partnerships, corporations, trusts) and individual taxation.
  • Familiarity with gift and estate taxation.
  • Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously.

We offer a competitive benefits and compensation package, including a salary range of $81,500 - $130,500, which may be eligible for a discretionary bonus based on firm and individual performance.


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