Tax Senior Manager – Global Family Enterprise

Title: Tax Senior Manager – Global Family Enterprise

Location: USA-FL-Miami-2811 Ponce de Leon Blvd

Miami

Chicago

Washington DC Metro

San Francisco

Seattle

Los Angeles

Houston

New York

Edison

Baltimore

Boston

time type : Full time

job requisition id : JR122043

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, 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.

 

 

Our Family Office Global Family Enterprise (GFE) practice focuses on providing compliance and consulting services to wealthy families and their private business or investment entities, including personal, charitable and trust taxation and estate/gift taxation. Members of the GFE practice are responsible for tax engagements for a variety of clients before, during and/or exit from their integration with the U.S. income and estate tax systems. 

 

We provide an exceptional opportunity to develop professionally and personally through exposure to strategic international tax planning and compliance, structure consultations with respect to multinational individuals, families and family offices.  As a Tax Senior Manager, you will be responsible for the following job duties, which focus on your technical expertise and ability to lead a collaborative team dedicated to excellent client service:

 

• Manage tax consulting and compliance of multiple engagements across different jurisdictions

• Direct and review staff work – project and people management

• Employ tax service models and process tools to enhance quality and efficiency

• Administer engagement; prepare engagement letters, invoices, etc.

• Develop understanding of client’s business or family structure & investments, and become a ‘functional expert’

• Interface with client on information requests, project status, develop trusted advisor relationship with management, etc.

• Assist with recruiting and developing talent

• Engage in networking and other business development activities

 

Basic Qualifications:

• Bachelor's degree – preferably in accounting or business-related field

• One of the following is 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

• 8 or more years of public accounting experience or equivalent in law firms or industry with emphasis on taxation

• Familiarity with forms 3520, 3520-A, 8938, 5471, 8865, 8858, 8621, 926 and other international disclosure forms 

• Strong technical knowledge of complex international tax issues(foreign trusts, foreign pensions, foreign corporations), types of visas, and exposure to related international reporting and filings, including FBAR and PFICs)

• Proficient in domestic and cross border (Americans overseas and Nonresidents in the US) individual taxation (personal income tax, trust taxation, estate & gift taxation)
• Familiarity with international income, estate/gift tax treaties preferred

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.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

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: $141,900 - $284,900

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