Tax Partner - Private Company

RSM US; Toronto; Hybrid; CAD 200,000 - 260,000; Full time

Job summary

RSM US LLP in Calgary seeks a dynamic Tax Partner to lead the Private Company practice, delivering comprehensive tax services, mentoring leaders, and growing client relationships. The role emphasizes leadership across partnership, corporate, and trust taxation within a nationwide network.

We focus on strategic tax planning, wealth transfer, and compliance for private businesses and high-net-worth families, serving clients locally and internationally with a hybrid work model.

Qualifications

• Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Responsibilities

• Advise business owner clients on a full spectrum of tax services including business and succession planning, wealth transfer planning and tax compliance.
• Manage and oversee the engagement team focused on partnership, corporate, and trust entities. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds.
• 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.
• Participate in prospective client proposals and intentionally plan to build new client relationships.
• Delivers exceptional talent experience by building collaborative teams, 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.

Skills

Communication skills

Education

Bachelor's degree in accounting or business-related field

CPA license

LL.M. in taxation

Job description

We are the leading provider of professional 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 environment 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.

The Tax Partner - Private Company manages client relationships, drives business development, and leads people management efforts. This role involves delivering high-quality tax services, mentoring emerging leaders, and staying current on regulatory developments while ensuring effective communication and alignment of priorities.

RSM's Private Company tax practice takes a holistic approach to advising our clients of closely held businesses and their owners. Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help the business; its owners and their families achieve their long-term goals. In collaboration with cross-functional teams both in and outside of RSM, our professionals leverage their expertise in strategic tax planning, business advisory and compliance, all while delivering digitally enabled services in conjunction with our tax technology teams.

RSM's Private Company Services practice is looking for a dynamic Tax Partner to join our team in Calgary. At RSM, our Private Company Services practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our 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 tax services including business and succession planning, wealth transfer planning and tax compliance
• Manage and oversee the engagement team focused on partnership, corporate, and trust entities. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
• 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
• Participate in prospective client proposals and intentionally plan to build new client relationships
• Delivers exceptional talent experience by building collaborative teams, 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 business-related field
• CPA license
• 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, corporations, trusts) and individual taxation
• 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

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html .

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.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gen