Tax Senior Manager - Private Company

RSM US LLP; Toronto; On-site; CAD 107,000 - 197,000; Full time

Job summary

RSM US LLP in Toronto seeks a dynamic Tax Senior Manager to lead Private Client Services engagements, advising business owners and high net worth clients on tax planning and compliance. This role emphasizes managing partnerships, corporations, and trusts while mentoring staff and collaborating with multi-disciplinary teams.

The ideal candidate has 7+ years in public accounting with strong taxation expertise, CPA license, and proven ability to drive growth and maintain client relationships in a

Qualifications

• Bachelor’s degree in accounting or business-related field is required.
• CPA license or equivalent is required.
• Minimum of 7 years of public accounting experience with emphasis on taxation/private client taxation and managing client engagements.

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 partnership, corporate, and trust entities; planning and executing client tax engagements.
• Collaborate with RSM colleagues in specialty tax areas and cross-line of business to build client relationships and growth.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through outstanding client service.

Skills

Communication skills

Taxation expertise

Leadership

Client relations

Education

CPA license

Bachelor’s degree in accounting or business-related field

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.

RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our private client service offers 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 partnership, corporate, and trust 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 supervisor level team members

• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Required Qualifications

• Bachelor’s degree in accounting or business-related field

• CPA license or equivalent

• Minimum of 7 years of experience working in public accounting with an emphasis on taxation and/or private client taxation. Most recent years should include experience in managing client engagements.

• Proficient in entity (partnerships, corporations, trusts) and estate and individual taxation

• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications

• CPA in-depth course and/or master’s in taxation

• Experience with private clients 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. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

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); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

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: $107,000 - $196,600

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.