Tax Manager - Ultra High Net Worth
About The Position
The Tax Manager will serve clients on RSM’s Ultra High Net Worth Multi-Generational Families team, which focuses on post-liquidity families and corporate executives with complex estate and income tax planning and compliance needs. The team takes a holistic approach to income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust planning and compliance, collaborating with clients, their attorneys and other advisors, and subject matter experts inside and outside RSM. The Tax Manager advises ultra-high-net-worth clients across tax planning and compliance services and manages client engagements and engagement teams. The role also includes working with specialists on state, local, and international tax matters, mentoring team members, developing growth opportunities, and building strong client and professional-advisor relationships through excellent service.
Requirements
- Bachelor’s degree in accounting or a business-related field.
- One of the following: active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification that meets RSM requirements.
- At least 5 years of public accounting experience with an emphasis on taxation; recent years should include managing client engagements.
- Proficiency in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and related tax implications, and/or estate, gift, and generation-skipping transfer taxation.
- Familiarity with multi-state taxation.
- Strong written and verbal communication skills, with the ability to work in a team and handle multiple tasks simultaneously.
Nice To Haves
- LL.M. in Taxation and/or a Master’s in Taxation.
Responsibilities
- Advise ultra-high-net-worth clients on tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
- Manage and oversee engagement teams focused on individual, fiduciary, gift, generation-skipping, and estate taxation, including planning and executing client tax engagements.
- Collaborate with RSM specialists on state and local taxation and international taxation.
- 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.
Benefits
- Competitive benefits and compensation package.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
