Tax Senior Manager – Global Family Enterprise

RSM•Miami, FL

1d•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, including personal, charitable, trust, and estate and gift taxation. The practice supports 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 structuring consultations for multinational individuals, families, and family offices. The Tax Senior Manager leads tax consulting and compliance engagements across jurisdictions, directs and reviews staff work, and manages projects and people. The role also administers engagements, builds understanding of clients’ businesses, family structures, and investments, and develops trusted-advisor relationships. The position contributes to talent development, recruiting, networking, and business development. RSM describes most roles as following a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it 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. Compensation is listed as $141,900–$284,900, with eligibility for a discretionary bonus based on firm and individual performance.

Requirements

Bachelor’s degree, preferably in accounting or a business-related field.
One of the following: 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.
At least 8 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.

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 improve 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.
Participate in networking and other business development activities.