Taxation Specialist
4 weeks ago
RSM's Taxation Expertise
We are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience.
Private Client Tax Services
RSM's Private Client Services 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.
Key Responsibilities
- 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.
- 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.
Required Qualifications
- Bachelor's degree in accounting or business-related field.
- CPA license or equivalent.
- Minimum of 4 years of experience working in public accounting with an emphasis on taxation and/or private client taxation.
- Proficient in entity (partnerships, corporations, trusts) and individual taxation.
- Familiar with gift and estate taxation.
Preferred Qualifications
- CPA in-depth course and/or Master's in Taxation.
- Experience with private client or business taxation with a desire to grow skills in the private client arena.
About RSM
We offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.
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