RSM US

Tax Manager - Ultra High Net Worth

RSM US$95K — $180K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in accounting or business-related field
  • CPA license, licensed J.D., or enrolled agent required
  • Minimum of 5 years experience in public accounting with a focus on taxation
  • Experience managing client engagements with individual, fiduciary, and estate taxation
  • Proficient understanding of complex investments and multi-state taxation
  • Strong communication skills for teamwork and multitasking

Responsibilities

  • Advise ultra-high net worth clients on comprehensive tax services.
  • Manage and oversee the engagement team for various taxation areas.
  • Collaborate with specialists on state, local, and international taxation matters.
  • Provide leadership and mentorship to junior staff and supervisors.
  • Drive growth opportunities with senior leadership and clients.
  • Build and maintain relationships with clients and professional advisors.

Benefits

  • Flexible scheduling to balance work and personal life
  • Competitive benefits and compensation package
  • Discretionary bonus eligibility based on performance
  • Support for career development and mentorship opportunities
  • Access to a collaborative team environment with experts in various fields.
Full Job Description
Our 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. Our team of professionals take 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. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients’ goals.  As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service: • Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance • Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.  This includes the planning and execution of client tax engagements • Collaborate with RSM specialists regarding 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 Basic Qualifications: • Bachelor’s degree in accounting or business-related field • CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent • Minimum of 5 years of experience working in public accounting with an emphasis on taxation  Most recent years should include experience in managing client engagements • 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 work in a team and handle multiple tasks simultaneously Preferred Qualifications • LL.M. in Taxation and/or Master’s in Taxation 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 . 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: $95,400 - $180,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

Similar Jobs

More Jobs at RSM US

More Legal & Accounting Jobs

Find similar Tax Manager - Ultra High Net Worth jobs: