Summary:
The Tax Senior Manager for Ultra High Net Worth clients will be responsible for providing a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance. This role will require a Bachelor's degree in accounting or business-related field, a CPA license, and a minimum of 8 years of experience working in public accounting with an emphasis on private client taxation. The salary range for this position is $99,100 - $199,100 and includes eligibility for a discretionary bonus based on firm and individual performance.
Responsibilities:
- Provide tax services to ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance
- Lead engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation
- Anticipate client needs and collaborate with RSM colleagues and subject matter experts to achieve client goals
- Participate in prospective client proposals and intentionally plan to build new client relationships
- Deliver exceptional talent experience by building collaborative teams and developing team members
- Participate in local and national committees focused on building technical expertise and strategic plans
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking and community involvement
- Demonstrate alignment with RSM's core values, vision, and strategy while empowering people to work together across the firm as an enterprise leader
Qualifications:
- Bachelor's degree in accounting or business-related field
- CPA license in one's principal place of business/home state, licensed . or enrolled agent with approval from regional tax leader
- Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
- Familiar with multi-state taxation
- Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business
Preferred Qualifications:
- . in Taxation and/or Master's in Taxation
Compensation Range: $99,100 - $199,100
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Locations:
- Chicago
- Fort Lauderdale
- Seattle
- Stamford
- Houston
- Nashville
- Miami
- Edison
- Irvine
- Phoenix
- Orlando
- Jacksonville
- Los Angeles
- West Palm Beach
- Dallas
- Minneapolis
- Tampa
- Austin
- New York
- Kansas City
- Boston
Time Type: Full time
Posted On: Posted Yesterday
Job Requisition ID: JR104718
Company: RSM
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 culture and talent experience, and our ability to be compelling to our clients. At RSM, 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 Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. The team takes a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects of a client's planning and compliance needs. They collaborate with clients, including their attorneys and other advisors, along with subject matter experts both within and outside RSM, to achieve the clients' goals.
As a Tax Senior Manager, you will be responsible for providing tax services to ultra-high net worth clients, leading engagement teams, anticipating client needs, participating in prospective client proposals, and delivering an exceptional talent experience. You will also participate in local and national committees focused on building technical expertise and strategic plans, develop and sustain strong relationships with clients and other RSM promoters, and demonstrate alignment with RSM's core values, vision, and strategy while empowering people to work together across the firm as an enterprise leader.
Basic Qualifications:
- Bachelor's degree in accounting or business-related field
- CPA license in one's principal place of business/home state, licensed . or enrolled agent with approval from regional tax leader
- Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
- Familiar with multi-state taxation
- Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business
Preferred Qualifications:
- . in Taxation and/or Master's in Taxation
Compensation Range: $99,100 - $199,100
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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 is an equal opportunity employer and does not tolerate discrimination and/or harassment based on race, color, creed, sincerely held religious beliefs, practices or observances, sex, sexual orientation, HIV status, 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 US uniformed
