Job Description

Responsibilities

• Advise business owner clients on a full spectrum of tax services, including business and succession planning, wealth transfer planning, and tax compliance.
• Lead the engagement team focused on partnership, S Corporation, or C Corporation, as well as individual and fiduciary taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with our client's colleagues in specialty tax areas, as well as cross-line of business, to build client relationships and support growth.
• Participate in prospective client proposals and intentionally plan to build new client relationships.
• Deliver exceptional talent experience by building collaborative teams, and developing and rewarding team members.
• Participate in local and national committees focused on building technical expertise and strategic plans.
• Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
• Demonstrate alignment with RSM’s core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.

Required Qualifications

• Bachelor’s degree in accounting or a business-related field.
• CPA license in one’s principal place of business/home state, licensed J.D., or enrolled agent (with approval from a regional tax leader).
• Minimum of 10-15 years of experience working in public accounting with an emphasis on private client taxation. Most recent years should include experience in leading all aspects of client engagements and driving growth.
• Proficient in entity (partnership, S Corporation, or C Corporation) and individual taxation.
• Experience with state and local / franchise taxation for multi-state filers.
• Familiar with fiduciary, gift, and estate taxation.
• Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Preferred Qualifications

• LL.M. in taxation and/or Master’s in Taxation.
• Experience with private client or business taxation with a desire to grow skills in the private client arena.

BHW- RNR021

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• Please only apply and press yes if you have read the requirements, education, experience and certifications, and match these.

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