Tax Manager – Private Client Services / Uhnw

Profile

Tax Manager – Private Client Services / UHNW
The candidate will 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.

Qualification and Experience

The candidate should have a 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. Should have 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 investment 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. LL.M. in Taxation and/or Master’s in Taxation is preferred.

Company info

Hiring Coordinator
RSM US LLP.
379 Thornall St.
2nd Floor
Edison, NJ 08837