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Tax Manager – Global Family Enterprise
RSM US LLP. Manage tax consulting and compliance for multiple engagements across different jurisdictions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax consulting and compliance for high-net-worth individuals and families, with a strong focus on project management, client relationship building, and strategic international tax planning. Proficient in managing multiple engagements while ensuring quality and efficiency in service delivery.
Highest-signal resume keywords
Tax ConsultingCPA LicenseProject ManagementClient Relationship ManagementInternational Tax Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ComplianceTax ConsultingPublic AccountingMicrosoft ExcelEngagement AdministrationCharitable TaxationEstate/Gift TaxationTrust TaxationProcess ImprovementBusiness Development
Soft Skills
Effective CommunicationTeam ManagementNetworkingClient Service OrientationProblem Solving
Certifications & Qualifications
CPA LicenseEnrolled Agent LicenseAttorney License
Industry Keywords
TaxationHigh-Net-Worth IndividualsFamily OfficesMultinational Tax PlanningClient Engagement
About the role
Key responsibilities & impact- Manage tax consulting and compliance for multiple engagements across different jurisdictions
- Direct and review staff work, including project and people management
- Employ tax service models and process tools to enhance quality and efficiency
- Administer engagements, including preparing engagement letters and invoices
- Develop understanding of clients’ businesses, family structures, and investments and become a functional expert
- Interface with clients on information requests and project status and develop trusted-advisor relationships with management
- Assist with recruiting and developing talent
- Engage in networking and other business development activities
- Provide compliance and consulting services to wealthy families and their private business or investment entities, including personal, charitable, trust, and estate/gift taxation
- Support strategic international tax planning and compliance and structure consultations for multinational individuals, families, and family offices
Requirements
What you’ll need- Bachelor's degree in Accounting or related field from an accredited university
- One of the following 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
- Minimum five years of experience in public accounting or tax-related work
- Strong computer skills, including proficiency in Microsoft Excel
- Ability to meet client service, quality, and performance expectations within applicable deadlines and firm and client standards
- Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means
- Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously, meeting deadlines, and maintaining accuracy and quality in a fast-paced, client service environment
- Ability to work effectively in a professional office environment and, as required, at client sites
- Ability to maintain consistent, onsite presence during core business hours, regularly report to a firm office location, and travel to client sites as required
- Access to reliable transportation
- Ability to work extended and/or non-standard hours during peak periods or as necessary
- RSM does not intend to hire entry level candidates who require sponsorship now or in the future
Benefits
Comp & perks- Competitive benefits and compensation package
- Discretionary bonus based on firm and individual performance
- Hybrid workstyle with in-person connection and flexibility
- Reasonable accommodation for people with disabilities