Tax Senior Manager
4 settimane fa
About the Role
We are seeking a highly experienced Tax Senior Manager to join our Ultra High Net Worth Multi-Generational Families team at RSM. As a key member of our team, you will be responsible for providing expert taxation advice to our ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance.
Key Responsibilities
- Advise clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
- Lead engagement teams focused on individual, fiduciary, gift, generation skipping and estate taxation.
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas to build client relationships and support growth.
- Participate in prospective client proposals and build new client relationships.
- Deliver exceptional talent experience by building collaborative teams, developing and rewarding team members.
- Participate in local and national committees focused on building technical expertise and strategic plans.
- Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement.
Requirements
- 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 (with approval from regional tax leader).
- Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including working with ultra-high net worth individuals.
- 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 lead collaborative teams and manage a book of business that exceeds client expectations.
About RSM
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We offer a competitive benefits and compensation package for all our people, including a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We support and inspire our people to prioritize their wellbeing by delivering personalized, holistic programming for their physical, emotional, financial and community wellbeing.
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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