Tax Manager 2, Private Company, Canada Tax

Overview

Tax Manager within RSM's Private Client Services practice, advising business owners and high net worth families on tax and wealth strategy and managing a client tax engagement team.

What you'll do

• 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 Individual (T1), partnership (T5013), corporate (T2), and trust (T3) entities, including planning and execution of client tax engagements.
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

What you'll need

• Bachelor's degree in accounting or a business-related field.
• EA/CPA license (mandatory).
• Minimum of 7 years of experience working in public accounting with an emphasis on taxation and/or private client taxation, with the most recent years including experience managing client engagements.
• Proficient in entity (partnerships, corporations, trusts) and estate and individual taxation.
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously.

Nice to have

• CPA in-depth course and/or Master's in Taxation.
• Experience with private client or business taxation with a desire to grow skills in the private client arena.