Insurance Client Service Manager Jobs in Calgary, AB

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 Canada is looking for a Tax Manager to join the expanding our Business Tax - Financial Services practice. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in one or more of the following sectors within our Financial Services practice: Asset Management (including private equity, venture capital, and hedge funds), Financial Institutions, Insurance, Specialty Finance and Brokerage and Trading.

As a Tax Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development):

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients

• Serve as a Performance Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback

• Train and develop staff members

• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm

• Drive growth and profitability of industry/specialty area by generating new revenue on existing client portfolio, cross selling and new clients for the tax practice

• Interact directly with clients handling questions, planning, consulting, etc. - approximately

• Serving as Tax relationship leader while developing and executing the firm's client service plan

• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards

• Build relationships across lines of business to ensure excellent client service through an integrated service approach

• Manage client needs with respect to tax services and federal and state tax compliance

• Remain up-to-date on current tax practices and changes in tax law

• Some travel may be required

Basic Qualifications:

• Bachelor's Degree - preferably in Accounting or related field of study

• CPA Designation

• Working towards or completion of Masters of Tax or CPA In-depth Tax Program

• 5+ years of experience in Public Accounting preferably in a tax focused role

• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

• Experience with one or more of the following: Corporations, Partnerships and Trusts

• Effective verbal and written communication skills

Preferred Qualifications:

• Working knowledge of the Canadian Income Tax Act and technical aspects of tax compliance and accounting

• Strong technical skills in tax preparation, developing tax focus areas

• Ability to handle multiple tasks simultaneously

• Experience in dealing with international tax matters and tax review an asset

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 https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

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: $83,000 - $143,700