We are the leading provider of qualified services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an setting that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
RSM’s Private Client Services practice is looking for a dynamic Tax Supervisor Level to join our team. At RSM, our Private Client Services practice is rooted in robust relationships based on a deep understanding of what matters most to our clients. Our private client service offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.
We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle,
as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.
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 Individual (T1) ,partnership (T5013), corporate (T2), and trust( T3) entities. This includes the planning and execution of client tax engagements
• 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 senior level team members
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop an