Trust & Estate Tax Manager

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RSM is looking for a dynamic Tax Supervisor to join our tax practice. We provide an exceptional opportunity to develop professionally through exposure to strategic tax planning and compliance, deal structure consultations, and Family Wealth Services. 

As a Tax Manager, you will use your expertise in taxation to provide compliance and consulting services to Private Client Service clients (Personal and Trust taxation and Estate/Gift taxation). You will also help lead, identify and seize new business opportunities, supervise staff and work closely with the partners.   

Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With RSM, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.    

Position responsibilities include:  

  • Advise clients on a full spectrum of private client tax services, including planning, research, compliance, wealth transfer tax planning and charitable planning
  • Assist with new business development, extended service and tax issue recognition for existing clients
  • Develop, motivate, and train staff level team members
  • Manage client needs with respect to tax services and federal and state tax compliance
  • Develop and sustain strong client relationships
  • Keep up-to-date on current tax practices and changes in tax law
  • Provide industry knowledge and experience


Basic Qualifications:  

  • Bachelors degree in Accounting
  • Masters in Tax or other business related field desirable, but not required
  • CPA certification
  • 5 or more years of experience working as a Tax leader in public
    accounting or financial services industries 


Preferred Qualifications:  

  • Four or more years of experience in private client services or business taxation with a desire to grow skills in the private client arena
  • Experience working for a Big 4 or large national, regional or
    local accounting firm
  • Proficient in individual and trust income tax return compliance
  • Proficient in Estate, Gift and Generation-Skipping compliance
  • Knowledge of Partnership Taxation and S Corporation Taxation
  • Working knowledge of State & Local income (SALT)/Franchise tax for multi-state filers
  • Strong verbal and written communication skills with the ability to articulate complex information

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req2856
Line of Business: Tax Services
SubFunction: Private Client Services
Job Type: Full Time
Req #: req2856
Location: One South Wacker Dr Ste 800, , Chicago, IL US
Region: Great Lakes Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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