Tax Manager - Ultra High Net Worth

Tax Manager - Ultra High Net Worth

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients’ goals.

As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:

• 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.

Basic Qualifications:

• 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.
• Minimum of 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 investments 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.

Preferred Qualifications:

• LL.M. in Taxation and/or Master’s in Taxation.

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range: $99,100 - $199,100. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.