Strategic Tax Leadership Position for Ultra-High Net Worth Clients
1 month ago
We are a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential.
Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you to thrive both personally and professionally.
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.
About the RoleThis Strategic Tax Leadership position is focused on delivering exceptional client service to ultra-high net worth individuals. As a Senior Manager, you will be responsible for:
- Advising clients on a full spectrum of tax services, including wealth transfer, charitable, and retirement planning, and tax compliance;
- Leading engagement teams focused on individual, fiduciary, gift, generation skipping, and estate taxation, ensuring seamless execution and exceeding client expectations;
- Anticipating client needs and collaborating with RSM colleagues in specialty tax areas to build client relationships and support growth;
- Participating in prospective client proposals and intentionally planning to build new client relationships;
- Delivering exceptional talent experience by building collaborative teams, developing, and rewarding team members;
- Participating in local and national committees focused on building technical expertise and strategic plans;
- Developing and sustaining strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
To be successful in this role, you will need:
- A Bachelor's degree in accounting or a business-related field;
- A 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; 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 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.
This Strategic Tax Leadership position offers a competitive compensation package, including a base salary range of $137,700 - $276,700, plus a discretionary bonus based on firm and individual performance.
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