Tax Senior Manager - Ultra High Net Worth

Min 8 yrs required

Full-time

No

RSM US LLP is an audit, tax and consulting firm focused on the middle market in the United States and a member of the global accounting network RSM International. The firm is headquartered in Chicago, IL, with more than 11,000 employees across 90 cities nationwide.

RSM is currently seeking a Tax Senior Manager specializing in Ultra High Net Worth clients. This position offers a competitive salary range of $137,300 - $299,000, depending on qualifications and experience. The ideal candidate will have a bachelor's degree in accounting or a related field, as well as a CPA license or enrolled agent status. A minimum of 8 years of experience in public accounting, with a focus on private client taxation and working with ultra-high net worth individuals, is required for this role.

As a Tax Senior Manager, you will be responsible for providing tax services to ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance. You will also lead and manage the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes planning and executing client tax engagements, as well as anticipating client needs and collaborating with RSM colleagues to build client relationships and support growth.

In addition to technical expertise, this role also requires strong communication skills and the ability to lead collaborative teams. You will also be expected to participate in local and national committees focused on building technical expertise and strategic plans. This is a leadership role within the firm, with a focus on developing and sustaining strong relationships with clients, centers of influence, and other RSM promoters.

At RSM, we value our employees and offer a competitive benefits and compensation package. This includes a generous time off policy, flexible schedules, and personalized programming for physical, emotional, financial, and community well-being. We also prioritize diversity and inclusion, and provide tools and support for employees to thrive in an environment free of discrimination and harassment.

If you have a passion for serving ultra-high net worth clients and are looking for a dynamic and inclusive work environment, RSM is the place for you. Apply today to join our team of exceptional professionals and become a part of our purpose to instill confidence in a world of change.

Not specified

Competitive benefits and compensation package, personalized wellbeing programming, generous time off policy, flexibility in schedule, equal opportunity for all employees

Not specified

Wealth transfer, charitable planning, retirement planning, tax compliance, fiduciary taxation, investment partnership taxation, estate taxation, gift taxation, generation skipping transfer taxation, multi-state taxation, communication, leadership, client relationship management, networking, thought leadership, community involvement, team building, talent development, strategic planning, alignment with company values, enterprise leadership

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

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Qualification and Experience Bachelor's degree in accounting or business-related field, CPA license, J.D. or enrolled agent (with approval from regional tax leader), minimum 8 years experience in public accounting with emphasis on private client taxation and working with ultra-high net worth individuals, familiarity with complex investments and related tax implications, LL.M. in Taxation or Master's in Taxation preferred

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