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Tax Manager - Private Wealth & Advisory
Private Wealth & Tax Advisory Services Manager
Join a leading provider of accounting, tax and business consulting services, where you�ll work with dynamic companies and have ample opportunity for growth. We offer a global organization and tools to help you succeed throughout your career.
RSM McGladrey and McGladrey & Pullen LLP operate in an alternative practice structure. Though separate and independent legal entities, they work together to serve clients' business needs. Together, the companies rank as the fifth largest U.S. provider of accounting, tax and business consulting services (source: Accounting Today). RSM McGladrey and McGladrey & Pullen are member firms of RSM International, an affiliation of independent accounting and consulting firms. As part of the tax team, the Private Manager will be responsible for providing and overseeing quality tax services for a diverse group of clients that include high net worth individuals, affluent family groups, corporate executives and business owners.
Background/Work Experience:
The ideal candidate will have managerial experience with a professional services firm and have expertise in client management. To be considered, candidates should have:
Basic Requirements:
5-7 years experience working preferably with current tax experience serving wealthy family groups and their related partnerships and trusts
Experience performing tax planning and research, resolving complex tax issues, and giving recommendations to clients, relating to the Estate and Gift
Business development experience. Track record of generating extended services from existing clients as well as developing new clients
A proven record of simultaneously managing multiple projects and engagement teams for various clients
CPA certification
Bachelor�s degree in Accounting
Preferred Skills/Experience:
Masters of Taxation preferred, or coursework towards a higher degree in process
Ability to bring to the Firm a book of business; that includes a mix of closely-held businesses and middle market clients, but does not include only individual tax return clients
Superior analytical, technical, and tax accounting/technology skills
A proven record of building profitable, sustainable client relationships with CFOs, Controllers and small- to mid-sized business owners
Excellent presentation, interpersonal and communication skills
The ability to consult effectively with key clients and become a trusted resource is essential for success in this position
High ethical standards, integrity and confidentiality, as well as adherence to both company policy and general accounting regulations, is expected
Must set high standards for both personal and team productivity while meeting client deadlines
in a public accounting firm
Responsibilities and Duties:
Promoting new ideas and business solutions that result in new clients for the firm or extended services to existing clients
Initiating cross selling to other practice units and service areas
Demonstrating expertise in an industry of functional area and building a strong reputation in the marketplace
Providing financial and assurance tax advice that enables client to increase shareholder value
Providing timely, high quality client service that meets or exceeds client expectations
Delivering timely, high quality, and profitable services, that appropriately utilize Firm and client resources
Demonstrating commitment to the Firm People Philosophy by modeling appropriate behaviors, and acts with respect and dignity in interactions inside and outside the Firm
Attracting, developing, and retaining top talent
Keeping abreast of changes in industry regulations, and develops own competency through continuing education and by obtaining additional professional certifications
Providing appropriate and timely performance feedback to those supervised
RSM McGladrey has a vision for growth�that begins with you!
RSM McGladrey�s growth strategy is based on a vision to deliver real business value to growing companies. This vision is rooted in a culture that respects and supports the professional and personal goals of the exceptional employees who create value.
Imagine being a vital part of the solutions that help growing businesses achieve extraordinary results, while realizing your own professional and personal satisfaction. Our environment is team-oriented, promotes continued professional development and certifications, and supports a healthy balance between work and life. We offer competitive compensation and benefits, including medical coverage, sick time, vacation time, a matched 401k plan and flexible work options. EOE/AA
Requirements: Please refer to the Job Description for the qualifications.
EOE
RSM McGladrey, Inc. is a leading provider of tax and business consulting. McGladrey & Pullen, LLP (a CPA firm owned by its individual partners) provides assurance services. Though separate and independent legal entities, RSM McGladrey and McGladrey & Pullen work together to serve clients' business needs. They are members of RSM International, the sixth largest worldwide association of consulting and CPA firms (source: International Accounting Bulletin).
RSM McGladrey, Inc. and McGladrey & Pullen, LLP have an alternative practice structure. Though separate and independent legal entities, the two firms work together to serve clients' business needs.
To learn even more about RSM McGladrey | McGladrey & Pullen, we encourage you to visit the following websites
Success starts here. - Your view into what it's like to work at RSM McGladrey | McGladrey & Pullen
The McGladrey Experience - Career TV Video
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