Tax Director

We are seeking a highly skilled Senior Tax Manager to join our Ultra High Net Worth Multi-Generational Families team. As a key member of the team, you will be responsible for providing exceptional tax services to our clients, including wealth transfer, charitable and retirement planning, and tax compliance.

• Advise ultra-high net worth clients on a full spectrum of tax services, including wealth transfer, charitable and retirement planning, and tax compliance.
• Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation, including the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as across line of business to build client relationships and support growth.
• Participate in prospective client proposals and intentionally plan to 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.

• 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.

RSM offers 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 also offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.