Tax Senior Manager - Ultra High Net Worth

• 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
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas
• Participate in prospective client proposals and intentionally plan to build new client relationships
• Develop and sustain strong relationships with clients, centers of influence and other RSM promoters

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
• Familiar with multi-state taxation

Core Competencies

Expertise in advising ultra-high net worth clients on tax services, including wealth transfer, charitable planning, and tax compliance, while maintaining strong client relationships and collaborating with colleagues in specialty tax areas.

Highest-signal resume keywords

• CPA License
• Private Client Taxation
• Individual Taxation
• Fiduciary Taxation
• Multi-State Taxation

ATS Optimization Keywords

Hard Skills

• Wealth Transfer Planning
• Charitable Planning
• Retirement Planning
• Tax Compliance
• Estate Taxation
• Gift Taxation
• Generation Skipping Taxation
• Investment Partnership Taxation

Soft Skills

• Client Relationship Management
• Collaboration
• Anticipating Client Needs

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• Licensed J.D.
• Enrolled Agent

Industry Keywords

• Public Accounting
• Ultra-High Net Worth Individuals
• Centers of Influence