Seasonal Tax Senior Manager â Ultra High Net Worth
Seasonal Tax Senior Manager â Ultra High Net Worth
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Job Description
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 culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres 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 clients 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 Senior 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
- Lead the engagement team focused on individual fiduciary gift generation skipping and estate taxation. This includes 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
- Delivers 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
- Demonstrates alignment with RSMs core values vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader
Basic Qualifications:
- Bachelors degree in accounting or business-related field
- CPA license in ones 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. Most recent years should include experience in leading all aspects of client engagements and driving growth
- 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
Preferred Qualifications:
- LL.M. in Taxation and/or Masters in Taxation
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please call us at or send us an email at .
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.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law including but not limited to the California Fair Chance Act the Los Angeles Fair Chance Initiative for Hiring Ordinance the Los Angeles County Fair Chance Ordinance for Employers and the San Francisco Fair Chance Ordinance. For additional information regarding RSMs background check process including information about job duties that necessitate the use of one or more types of background checks click here.
At RSM an employees pay at any point in their career is intended to reflect their experiences performance and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including but not limited to education skills work experience certifications location etc. As such pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $86 - $128 per hourRequired Experience:
Senior Manager
Employment Type
Full-Time
