Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance
Job Summary
Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation.
RSM offers a competitive benefits and compensation package for all our people, with flexibility in your schedule.
Matching Summary
Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
Salary
Base: $95,400 - $180,400; Bonus/Equity: Discretionary bonus based on firm and individual performance; Benefits: Competitive benefits package
Skills & Requirements
Must-have
Business and tax planning
Succession planning
Wealth transfer planning
Partnership, S corporation, C corporation taxation
Individual and Fiduciary taxation
Client engagement management
Nice-to-have
Holistic client advisory approach
Collaborative team environment
Professional development focus
Cutting edge technology utilization
Key Requirements
Bachelor's degree in Accounting or business-related field
CPA license, J.D., or Enrolled Agent
Minimum of 5 years of public accounting experience
Experience managing client engagements
Proficient in entity and Individual Taxation
Familiar with Fiduciary, Gift, and Estate Taxation