Our Family Office Global Family Enterprise (GFE) practice focuses on providing compliance and consulting services to wealthy families and their private business or investment entities, including personal, charitable and trust taxation and estate/gift taxation. Members of the GFE practice are responsible for tax engagements for a variety of clients before, during and/or exit from their integration with the U.S. income and estate tax systems.
We provide an exceptional opportunity to develop professionally and personally through exposure to strategic international tax planning and compliance, structure consultations with respect to multinational individuals, families and family offices. As a Tax Senior Manager, you will be responsible for the following job duties, which focus on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:
- Manage tax consulting and compliance of multiple engagements across different jurisdictions
- Direct and review staff work - project and people management
- Employ tax service models and process tools to enhance quality and efficiency
- Administer engagement; prepare engagement letters, invoices, etc.
- Develop understanding of client's business or family structure & investments, and become a 'functional expert'
- Interface with client on information requests, project status, develop trusted advisor relationship with management, etc.
- Assist with recruiting and developing talent
- Engage in networking and other business development activities
Basic Qualifications:
- Bachelor's degree - preferably in accounting or business-related field
- One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
- 8 or more years of public accounting experience or equivalent in law firms or industry with emphasis on taxation
- Familiarity with forms 8938, 5471, 8865, 8858, 8621, 926 and other international disclosure forms
- Strong technical knowledge of complex international tax issues(foreign trusts, foreign pensions, foreign corporations), types of visas, and exposure to related international reporting and filings, including FBAR and PFICs)
- Proficient in domestic and cross border (Americans overseas and Nonresidents in the US) individual taxation (personal income tax, trust taxation, estate & gift taxation)
- Familiarity with international income, estate/gift tax treaties preferred
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $141,900 - $284,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
