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 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 is no one like you and that is why there is 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 takes 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. Responsibilities 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, including the planning and execution of client tax engagements Collaborate with RSM specialists regarding state, local, 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 a 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 written and verbal communication skills 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 offer flexibility in your schedule, empowering you to balance life’s demands while maintaining your ability to serve clients. Learn more about our total rewards at All 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 U.S. uniformed service; U.S. 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/partnership. RSM 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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io. 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 or 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. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee’s 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: $95,400 - $180,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr RSM US LLP