Join to apply for the Tax Senior Manager - Private Company role at RSM Canada 1 day ago – Be among the first 25 applicants We are the leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. The practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our private client service offers a team of strategic advisors who focus exclusively on helping business owners and high‑net‑worth families strengthen their wealth and minimize tax. We serve single to multi‑generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high‑net‑worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally. Responsibilities 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, corporate, and trust entities. This includes the 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 Required Qualifications Bachelor’s degree in accounting or business‑related field CPA license or equivalent Minimum of 7 years of experience working in public accounting with an emphasis on taxation and/or private client taxation. Most recent years should include experience in 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 Preferred Qualifications CPA in‑depth course and/or master’s in taxation Experience with private clients or business taxation with a desire to grow skills in the private client arena At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at RSM Canada Rewards and Benefits. RSM does not tolerate discrimination and/or harassment based on race, colour, creed, sincerely held religious beliefs, practices or observances, sex (including pregnancy or disabilities related to nursing), gender (including gender identity and/or gender expression), sexual orientation, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition (including family and medical leave), domestic violence victim status, past, current or prospective service in the Canadian uniformed service, Canadian Military/Veteran status, pre‑disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $182,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. Seniority Level Mid‑Senior Level Employment Type Full‑time Job Function Accounting/Auditing and Finance Industries Accounting #J-18808-Ljbffr
OverviewWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is seeking an experienced, in-market and growth-focused Director for our Management Consulting CFO Advisory and broader Business Transformation practice who has a successful track record and strong advisory background. As a leader within the CFO Advisory service line, you will support the development and growth of the practice, while drawing upon your experience to advise and guide our clients to solve their complex business needs.Your previous experience will enable you to pursue, close and execute services such as finance strategy, operating model design, finance technology deployments, finance assessments, and business/finance transformation, including the alignment and enablement of necessary and appropriate technologies and automation.All engagements will require your leadership and guidance while managing teams deployed, delivering quality, and ensuring the optimal client experience. You will be responsible for relationship building and client management on and off-site, staff supervision/coaching, and operations & risk management, while serving our key markets and industries across North America.This role is a market-leader role for Toronto and is expected to have a focus on the Toronto Market – following:Identifying, growing and developing opportunities, accounts and relationships in the Toronto marketBringing the full strength of the firm across Consulting (e.g. Risk, Actuarial etc.) as well as across our other Lines of Business (i.e. Audit & Tax) to drive growth within the Toronto marketDeveloping and growing a delivery team within CFO Advisory in Toronto (and across other Management Consulting capabilities – e.g. CIO Advisory, Human Capital Advisory, Program & Project Management etc.) focused on serving clients within the Toronto marketBeing ‘hands-on’ and delivering on client engagements alongside our CFO Advisory and Management Consulting teamsHaving a secondary focus on our broader North American market alongside our North American teamsOur CFO Advisory service line is exciting, growing and offers tremendous career opportunities, including a defined path to senior leadership at the firm (Managing Director or Partner and Owner).ResponsibilitiesAccountable for both in-market and national growth of the practice through the development and nurturing of defined growth channels (internal and external) across the firm.Oversee the execution of projects to help optimize all elements of the finance function and overall business transformation including finance assessments, business process improvement, Finance & Business Target Operating Model design, Finance and enterprise technology deployments, shared services implementation, business case development, post-merger integration, Finance automation and overall Finance transformation.Hold accountability for the overall quality of work delivered to clients and facilitating issue resolution with stakeholders, as well as for engagement/project financials and subsequent impact on our firm’s financialsProvide mentorship and motivation to diverse client engagement teams by delivering constructive on-the-job coaching to team members, while fostering an innovative and inclusive team-oriented work environmentDrive internal and external business development activities and regularly identify and sell new opportunities through various channelsDevelop new products, solutions, and deliverables for the rapidly changing Finance environmentBasic QualificationsBachelor’s degree in accounting or financeMinimum of 8 - 10 years of experience in a consulting firm providing advisory or consulting services, preferably from a major consulting or accounting firmDemonstrated experience leading and growing high-performing teams, with a focus on revenue and profitability growthExpert understanding of the finance and accounting function and the people, processes, technology, and controls that support the finance functionExperience supporting the management and/or development of a practice, including people management, financial management, and growth initiativesDemonstrated industry expertise and ability to drive targeting, marketing and training activities within industry and align on efforts with the national industry teamSubject matter expertise in financial business processes, including procure to pay, order to cash, record to report, acquire to retire, plan to act (FP&A), treasury management as well as other functions under the CFO’s purviewAbility to ramp up quickly to serve as an expert on our firm’s capabilities and to expand client services across lines of businessDemonstrated experience providing consulting or advisory services to the office of the CFO including financial, operational, technology and management functionsExperience in one or more of the following areas:Finance StrategyFinance Function Transformation and Technology Enablement (Automation)Business Process ImprovementShared Services AdvisoryFinance Post Merger IntegrationExpertise, knowledge, and aptitude for developing and delivering accounting and technology services solutionsStrong understanding of technology including system selection, implementation management or application optimization experienceExperience with practice development and management, marketing and thought leadership resulting in new business relationshipsExperience in managing client relationships and leveraging them to sell solutionsCapability to effectively manage overall client relationships while exceeding expectationsAbility to provide effective communication to both our clients and project teamsCapacity to attract, retain and elevate top talentWillingness and ability to travel more than 50% across North America and sometimes internationallyPreferred QualificationsCPA or MBAPrevious experience serving in the following industries / sectors considered extremely valuable:Canadian Public Sector (Federal, Provincial, Regional, Municipal & adjacent agencies)Canadian Institutional Funds / Pension FundsReal EstateInsurance & Re-InsurancePrivate EquityPrevious full-cycle experience with finance technology implementations, with a preference toward Microsoft Dynamics, Oracle NetSuite, Oracle Cloud, SAPOperational, Full-Cycle Accounting and Finance experience valuedConceptual understanding of technology application landscape and associated infrastructure, including ability to articulate benefits and drawbacks of cloud technology vs. on-premiseFundamental and foundational understanding of AI and the applicability to Finance and Accounting. This includes the ability to identify specific functional use-cases for Artificial Intelligence across the Finance and Accounting Operating Model as well as the ability to articulate leading practices associated with phased-AI adoption for the Finance and Accounting function.Functional experience with Finance and Accounting point solution platforms such as Oracle EPM, Workday Adaptive, BlackLine, Workiva and Kyriba considered an assetIndustry or profession-focused certification such as Six Sigma or PMP also considered an assetRSM offers a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at our rewards and benefits page.RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $130,000 - $221,000Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.Seniority levelDirectorEmployment typeFull-timeJob functionConsulting, Information Technology, and SalesIndustriesAccountingReferrals increase your chances of interviewing at RSM Canada by 2xGet notified about new Consulting Director jobs in Toronto, Ontario, Canada.We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
A leading professional services firm in Toronto is seeking a dynamic Tax Senior Manager to guide business owners in tax planning and compliance. This role involves managing client engagements, mentoring staff, and driving growth opportunities. The ideal candidate will have over 7 years of experience in public accounting with a focus on taxation and a CPA license. You will find a culture that empowers you to thrive professionally. This full-time position offers competitive compensation between $107,000 - $182,000 along with a discretionary bonus. #J-18808-Ljbffr
A leading professional services firm is looking for a growth-focused Director in Toronto, Ontario. This role involves overseeing business transformation projects, enhancing client relationships, and mentoring teams. Ideal candidates will have a Bachelor's degree in accounting or finance, along with 8-10 years of consulting experience. The firm offers a competitive salary within the range of $130,000 to $221,000 and opportunities for significant career growth. Additional benefits include flexible work arrangements and a commitment to inclusivity. #J-18808-Ljbffr
