Tax - Senior Manager - Private Client Services

RSM US   •  

Charlotte, NC

Industry: Financial Services


8 - 10 years

Posted 303 days ago

This job is no longer available.


Our Charlotte office is currently seeking a Senior Manager for our High Net Worth Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services.


  • Provide high level personal financial and estate planning services
  • Review trust, estate and foundation tax returns
  • Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage all aspects of client accounts and foster client relationships
  • Expand services to existing clients and develop new business relationships
  • Provide appropriate and timely performance feedback to those supervised
  • Conduct internal training courses or seminars on technical subjects

Basic Qualifications:

  • An undergraduate or graduate degree in Accounting required
  • Master's Degree in Accounting or Taxation or Law desired
  • CPA licensure or JD required
  • Recent public accounting experience required
  • Tax Advisory and Estate Planning experiences required
  • 9+ years experience in dealing with high net worth clients required
  • 4+ years of managerial experience required
  • Ability to establish and maintain good client relationships
  • Proven ability to develop new business relationships and expand services to existing clients
  • Excellent communication skills-both oral and written
  • Proficiency in Microsoft Office applications required
  • Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx desired