Tax Senior Manager – Global Family Enterprise

RSM US LLP • Washington, DC

3d • $141,900 - $284,900 • Hybrid

About The Position

RSM’s Family Office Global Family Enterprise (GFE) practice provides compliance and consulting services to wealthy families and their private business or investment entities. Services include personal, charitable, trust, and estate and gift taxation. The practice handles tax engagements for clients before, during, and/or after their integration with the U.S. income and estate tax systems, with exposure to strategic international tax planning and compliance and structure consultations for multinational individuals, families, and family offices.

The Tax Senior Manager leads tax consulting and compliance engagements across jurisdictions, directing and reviewing staff work and managing projects and people. The role also administers engagements, builds a detailed understanding of clients’ businesses, family structures, and investments, and develops trusted-advisor relationships. Additional duties include using tax service models and process tools to improve quality and efficiency, assisting with recruiting and talent development, and participating in networking and business development.

Requirements

• Bachelor’s degree, preferably in accounting or a business-related field.
• An active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or pre-approved alternative certification meeting RSM requirements.
• Eight or more years of public accounting experience or equivalent experience in a law firm or industry, with an emphasis on taxation.
• Familiarity with Forms 8938, 5471, 8865, 8858, 8621, 926, and other international disclosure forms.
• Strong technical knowledge of complex international tax issues, including foreign trusts, foreign pensions, and foreign corporations; types of visas; and related international reporting and filings, including FBAR and PFICs.
• Proficiency in domestic and cross-border individual taxation, including personal income tax, trust taxation, and estate and gift taxation for Americans overseas and nonresidents in the U.S.

Nice To Haves

• Familiarity with international income and estate/gift tax treaties.

Responsibilities

• Manage tax consulting and compliance for multiple engagements across different jurisdictions.
• Direct and review staff work, including project and people management.
• Use tax service models and process tools to enhance quality and efficiency.
• Administer engagements, including preparing engagement letters and invoices.
• Develop an understanding of clients’ businesses, family structures, and investments and become a functional expert.
• Interface with clients regarding 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.

Benefits

• Competitive benefits and compensation package.
• Eligible for a discretionary bonus based on firm and individual performance.
• Hybrid workstyle for most roles, with team members aligned to an RSM office and in-person work when it best supports clients, teams, development, or relationship-building.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior