Tax Supervisor - Private Company

RSM•Philadelphia, PA

9d•Hybrid

About The Position

RSM’s Private Company team is seeking a Tax Supervisor for its expanding Business Tax practice. The practice serves closely held businesses and their owners, and may also support ultra-high-net-worth individuals and small family offices. The team takes a holistic approach, collaborating with clients’ professional advisors to develop tailored solutions and helping business owners protect and grow their businesses through planning across the business life cycle. The Tax Supervisor will apply technical tax expertise, lead a collaborative team focused on excellent client service, and contribute to business development. The role includes detailed review and analysis of complex tax returns, client service coordination, staff development, and staying current on tax practices and law. Some travel may be required, depending on location, line of business, and client needs. RSM offers exposure to strategic tax planning, business advisory, and compliance work; a customized career path; specialized training and programs; technology; annual goal setting; career advisors and coaches; and real-time developmental feedback. Most roles follow a hybrid workstyle, with employees aligned to an RSM office and meeting in person when useful for clients, teams, development, or relationship-building. Some roles may be virtual or primarily onsite depending on role requirements and business needs.

Requirements

Bachelor’s degree, preferably in accounting or a business-related field.
Must be eligible to sit for the CPA exam, be an EA, or hold a licensed JD.
At least 3 years of public accounting experience with an emphasis on taxation.
Experience preparing and reviewing returns for one or more of the following: partnerships, S corporations, or C corporations.
Working knowledge of tax code and technical aspects of tax preparation and compliance.
Ability to work closely with clients to answer questions or collect information required for tax services.
Strong written and verbal communication skills and ability to work collaboratively and handle multiple tasks simultaneously.

Nice To Haves

Master of Accounting, Master of Taxation, or MBA.
Active CPA, JD/LLM, or EA.
Experience with private client or business taxation and a desire to develop skills in the Private Company area.
Strong technical skills in accounting and tax preparation; industry specialization is a plus.
Experience preparing or reviewing accounting for income taxes in accordance with ASC 740.
Experience dealing with international tax matters.

Responsibilities

Provide detailed review and analysis of complex tax returns, which may take up to approximately 35% of the role’s time.
Work on multiple complex issues and communicate in non-technical language to facilitate communication between clients and the service team while managing risk for clients and the firm.
Serve as a Career Advisor, mentor, or coach to one or more employees, including providing honest and timely performance feedback.
Train and develop staff members.
Serve as the Tax client service coordinator for appropriate clients.
Review research findings and ensure conclusions are consistent with firm policies and professional standards.
Assist with new business development, extended service, and tax issue recognition for existing clients.
Remain up to date on current tax practices and changes in tax law.
Perform other duties as assigned.
Travel as needed based on location, line of business, and client needs.