Sr. Manager - State & Local Tax, Income & Franchise

As a Senior Manager - State & Local Tax, Income & Franchise at RSM, your responsibilities will include reviewing and analyzing complex partnership state tax returns, mentoring staff, communicating effectively with clients, advising on state tax services, and assisting in business development. You will coordinate client services and ensure compliance with tax policies while maintaining a high standard of quality.

To become a Senior Manager - State & Local Tax, Income & Franchise at RSM, you should have 8-10 years of experience in business taxation, ideally from a Big 4 or a large accounting firm. A Bachelor’s degree in Accounting is required, along with an active CPA, Enrolled Agent, or Licensed JD certification. Strong communication skills and a robust understanding of tax regulations are essential.

Success in the role of Senior Manager - State & Local Tax, Income & Franchise at RSM requires strong technical skills in accounting and tax preparation, as well as the ability to handle multiple tasks simultaneously. Effective verbal and written communication skills are also vital, enabling you to facilitate smooth client interactions and manage team dynamics efficiently.

The work culture at RSM is empowering and supportive, emphasizing the importance of individual contributions to the overall success of the firm. As a Senior Manager - State & Local Tax, Income & Franchise, you will find a collaborative environment that focuses on professional growth, mentorship, and continuous learning, promoting a balance between personal and professional life.

At RSM, there are ample opportunities for career advancement, especially for Senior Manager - State & Local Tax, Income & Franchise roles. The firm promotes internal mobility and encourages professional development through training programs and mentorship. High-performing professionals can advance to leadership roles and explore diverse pathways within the organization.

In your response, highlight specific examples from previous roles where you handled state tax compliance and consulting, detailing the types of clients you worked with and any challenges you navigated successfully.

Discuss your organizational strategies, such as using project management tools, setting clear timelines, and maintaining open communication with clients and team members to ensure deadlines are met efficiently.

Share your approach to mentorship, emphasizing the importance of constructive feedback, regular check-ins, and encouraging professional development through continued education and practical experiences.

Explain your methods for keeping up-to-date with changes in tax laws, such as attending workshops, subscribing to professional journals, and being involved in relevant organizations or communities.

Provide a detailed account of a specific tax planning strategy you implemented, explaining the situation, the steps you took, and the outcomes that positively affected the client’s tax position.

Reflect on specific challenges such as tight deadlines or complex client needs, and describe the proactive steps you took to address these issues while ensuring client satisfaction.

Discuss your approach to conflict resolution, emphasizing the importance of active listening, presenting clear evidence or research to support your advice, and finding a common ground with the client.

Articulate your philosophy around business development, mentioning past successes and specific tactics you employed to attract new clients and expand service offerings,

Provide examples of your involvement in M&A transactions, focusing on the tax implications and strategies you implemented to optimize tax outcomes for clients.

Share your experiences in building high-performing tax teams, detailing training practices, knowledge sharing, and how you foster a collaborative team environment for successful outcomes.