Lead private client taxation at RSM through succession planning, wealth transfer planning, and tax compliance for business owners and families.
RSM’s Private Client Services practice seeks a Tax Senior Manager advising high net worth families and private businesses. You will manage partnership, corporate, and trust engagements while building relationships with clients and professional advisors. The practice serves businesses and families with complex financial and tax requirements locally and internationally.
Key Responsibilities: Advise business owners on business and tax opportunities
Plan and execute partnership, corporate, and trust engagements
Collaborate on specialty tax and growth opportunities
Provide leadership, training,
and career mentorship
Sustain strong client and professional advisor relationships
Requirements: Bachelor’s degree, preferably accounting or business-related
CPA license or equivalent
Seven years public accounting and taxation experience
Proficiency in entity, estate, and individual taxation
Strong written, verbal, and cooperative communication skills
Bring private client taxation, engagement management, and advisory expertise to RSM’s business owner and family clients.