Lead private client tax strategy at RSM, advising business owners and high net worth families through complex planning and compliance matters.
RSM’s Private Client Services practice seeks a Tax Senior Manager to advise clients across local and international operations. You will oversee partnership, corporate, and trust engagements while supporting succession planning, wealth transfer planning, and tax compliance. The role combines client service, team leadership, and growth collaboration.
Key Responsibilities:
Advise business owners on tax opportunities and compliance
Oversee partnership, corporate, and trust tax engagements
Anticipate needs and collaborate across specialty tax areas
Mentor staff and supervisor level team members
Develop relationships with clients and skilled advisors
Requirements:
Bachelor’s degree, preferably accounting or business related
CPA license or equivalent credential
At least seven years in public accounting taxation
Proficiency in entity, estate, and individual taxation
Robust written, verbal, and team-oriented communication skills
Bring private client taxation, engagement management, and relationship-building expertise to RSM’s Private Client Services practice.
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