In-House
Orlando, FL
Attorney in Orlando, FL
Non-practicing Attorney
No
Bonus payout is based on a combination of firm, individual, and practice performance.
H1: Tax Senior Manager - Ultra High Net Worth RSM US LLP
H2: Join Our Team in Chicago, Fort Lauderdale, Seattle, Stamford, Houston, and More!
Bullet Points:
- Join RSM US LLP, the leading provider of professional services to the middle market globally
- Work with a team of exceptional professionals and a culture that empowers you to thrive both personally and professionally
- Focus on post liquidity families and corporate executives with complex estate and income tax planning and compliance needs
- Collaborate with clients, attorneys, and other advisors to achieve client goals
- Advise ultra-high net worth clients on wealth transfer, charitable and retirement planning, and tax compliance
- Lead the engagement team for individual, fiduciary, gift, generation skipping and estate taxation
- Participate in prospective client proposals and build new client relationships
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters
- Minimum of 8 years of experience in public accounting with an emphasis on private client taxation
- Bachelor's degree in accounting or business-related field required
- CPA license, licensed ., or enrolled agent with approval from regional tax leader
- Strong communication skills and ability to lead collaborative teams
- Competitive benefits and compensation package available
- Accommodations for applicants with disabilities are available upon request
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities
SEO Friendly Job Title: Tax Senior Manager - Ultra High Net Worth at RSM US LLP
Summary:
RSM US LLP, the leading provider of professional services to the middle market globally, is seeking a Tax Senior Manager for their Ultra High Net Worth Multi-Generational Families team. This role will focus on post liquidity families and corporate executives with complex estate and income tax planning and compliance needs. Join a team of exceptional professionals in an empowering culture that fosters personal and professional growth.
Responsibilities include advising ultra-high net worth clients on wealth transfer, charitable and retirement planning, and tax compliance; leading the engagement team for individual, fiduciary, gift, generation skipping and estate taxation; and developing and sustaining strong relationships with clients, centers of influence, and other RSM promoters. The ideal candidate will have a minimum of 8 years of experience in public accounting with an emphasis on private client taxation, a bachelor's degree in accounting or business-related field, and a CPA license, licensed ., or enrolled agent with approval from regional tax leader.
RSM offers a competitive benefits and compensation package and accommodations for applicants with disabilities are available upon request. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Don't miss the opportunity to join a dynamic team and advance your career at **Members Only** Apply now!
May 12, 2025
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Mar 11, 2025
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