Tax Senior Manager - Ultra High Net Worth

Min 8 yrs required

Full-time

No

The Tax Senior Manager - Ultra High Net Worth will be responsible for providing tax services to ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance. The ideal candidate will have a minimum of 8 years of experience in public accounting, with an emphasis on private client taxation and working with ultra-high net worth individuals. They should also possess strong communication skills, a CPA license, and a bachelor's degree in accounting or a related field. This full-time position offers a competitive benefits and compensation package, with a salary range of $137,300 to $299,000.

Key Responsibilities:
- Advise ultra-high net worth clients on a full spectrum of tax services
- Lead engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation
- Anticipate client needs and collaborate with colleagues and subject matter experts to achieve client goals
- Participate in prospective client proposals and build new client relationships
- Deliver exceptional talent experience by building collaborative teams and developing team members
- Participate in local and national committees to build technical expertise and strategic plans
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters
- Demonstrate alignment with RSM's core values, vision, and strategy as an enterprise leader

Qualifications:
- Bachelor's degree in accounting or business-related field
- CPA license, licensed ., or enrolled agent
- Minimum of 8 years of experience in public accounting, with a focus on private client taxation and working with ultra-high net worth individuals
- Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and tax implications
- Familiar with multi-state taxation
- Strong communication skills and ability to lead collaborative teams
- . in Taxation and/or Master's in Taxation preferred

Benefits:
- Competitive benefits and compensation package
- Personalized, holistic programming for physical, emotional, financial, and community well-being
- Generous time off policy with at least 14 paid holidays and well-being days
- Flexibility in schedule to balance personal and professional demands
- Equal Employment Opportunity employer with a commitment to diversity and inclusion
- Accommodations available for applicants with disabilities
- Sponsorship eligibility for experienced candidates with 1-2 years of relevant work experience.

Salary:
- $137,300 - $299,000

Not specified

Comprehensive benefits package including time off, wellness programs, flexibility, and more.

Not specified

Taxation, Wealth Management, Estate Planning, Compliance, Client Service, Leadership, Networking, Team Management, Technical Expertise, Growth Strategy, Relationship Building, Communication, Multi-State Taxation, Complex Investments, Ultra-High Net Worth Individuals.

Bachelor's degree in accounting or business-related field, CPA license, J.D. or enrolled agent license (with approval), LL.M. in Taxation and/or Master's in Taxation preferred.

Interested candidates can apply through the company's website or by contacting the HR department.

Qualification and Experience Bachelor's degree in accounting or business-related field, CPA license, J.D. or enrolled agent license (with approval), 8+ years of experience in public accounting with a focus on private client taxation (including experience with ultra-high net worth individuals), proficiency in individual, fiduciary, and investment partnership taxation, knowledge of complex investments and related tax implications, familiarity with multi-state taxation, strong communication skills.

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