Tax Manager delivering high quality personal tax service in KPMG's Family Office & Private Client department. Managing client portfolios and providing bespoke tax advice across various tax matters.
About the role
- Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
- Lead the engagement team focused on entity, individual, fiduciary and gift / estate 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 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
- Demonstrates 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
Requirements
- Bachelor’s degree in accounting or business-related field
- CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
- Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with family offices and multi-generational families. Most recent years should include experience in leading all aspects of client engagements and driving growth
- Proficient in at least one area: entity or individual and fiduciary taxation with an understanding of complex investments and the related tax implications
- Familiar with multi-state taxation
- Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations
Benefits
- Flexibility in your schedule empowering you to balance life’s demands
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