Senior Tax Manager of Ultra High Net Worth Clients

3 weeks ago

Melbourne, Victoria, Australia RSM Full time
Job Summary

As a Senior Tax Manager at RSM, you will be responsible for providing exceptional tax services to ultra-high net worth clients, including wealth transfer, charitable, and retirement planning, as well as tax compliance. Your technical expertise and ability to work collaboratively with the team will be essential in delivering outstanding client service and driving growth.

Key Responsibilities
  • Advise 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, 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 lines 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.
Requirements
  • Bachelor's degree in accounting or a business-related field.
  • CPA license in one's principal place of business/home state or licensed J.D. or enrolled agent (with approval from regional tax leader).
  • Minimum of 8 years of experience in public accounting with an emphasis on private client taxation, including working with ultra-high net worth individuals, with most recent years including 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, as well as 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 employees, supporting and inspiring employees to prioritize their wellbeing by delivering personalized, holistic programming for physical, emotional, financial, and community wellbeing. Learn more about our total rewards at RSM.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer, welcoming and supporting all employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer, applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on protected characteristics.

  • Strategic Tax Leadership Position for Ultra-High Net Worth Clients

    5 days ago

    Melbourne, Victoria, Australia RSM Full time

    About RSMWe 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...

  • Financial Advisor for High-Net-Worth Clients

    2 days ago

    Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    Company OverviewClick and Connect Online Limited is a premier financial services firm dedicated to providing exceptional wealth management solutions to high-net-worth individuals and families.About the RoleWe are seeking an experienced Financial Advisor to join our dynamic team in Melbourne, Australia. As a key member of our team, you will be responsible for...

  • Senior Manager, Tax Advisory

    3 weeks ago

    Melbourne, Victoria, Australia RSM Full time

    OverviewWe are seeking a highly skilled Tax Senior Manager to join our team at RSM. As a key member of our Ultra High Net Worth Multi-Generational Families team, you will be responsible for providing expert tax advice to our clients, focusing on post-liquidity families and corporate executives.Key ResponsibilitiesLead Client EngagementsAdvise ultra-high net...

  • Tax Senior Manager

    4 weeks ago

    Melbourne, Victoria, Australia RSM Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at RSM. As a key member of our Ultra High Net Worth Multi-Generational Families team, you will be responsible for providing expert tax advice to our clients, including wealth transfer, charitable and retirement planning, and tax compliance.Key ResponsibilitiesAdvise ultra-high net...

  • High Net Worth Client Manager

    6 days ago

    Melbourne, Victoria, Australia Grant Executive Search Full time

    Top Tier Private Clients Group OpportunityThis esteemed organisation, a Top Tier Private Clients Group in Australia, boasts an impressive track record of exceptional client service delivery.With a strong focus on client values, they have maintained excellent growth despite challenging global financial market conditions. As a result, they are now seeking new...

  • Tax Manager

    3 weeks ago

    Melbourne, Victoria, Australia RSM Full time

    At RSM, we are seeking a highly skilled Tax Manager to join our team in delivering exceptional client service. As a Tax Manager, you will be responsible for advising ultra-high net worth clients on a full spectrum of tax services, including wealth transfer, charitable, and retirement planning, as well as tax compliance.Key responsibilities of this role...

  • Tax Senior Manager

    1 month ago

    Melbourne, Victoria, Australia RSM Full time

    Unlock Your Potential as a Tax Senior Manager at RSMWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.Our Ultra High...

  • Financial Services Expert

    4 days ago

    Melbourne, Victoria, Australia Grant Executive Search Full time

    Company OverviewThis esteemed Top Tier Private Clients Group, renowned for its exceptional client service delivery, is seeking an experienced Senior Wealth Adviser to join their dynamic team. With a proven track record of growth and success, they offer an impressive opportunity for the right candidate to make a lasting impact.SalaryThe successful applicant...

  • High Net Worth Financial Planning Expert

    2 weeks ago

    Melbourne, Victoria, Australia Woods & Co Recruitment Full time

    Established in South Yarra, our boutique firm specialises in wealth management and retirement planning. As a Senior Financial Planner, you will be the primary point of contact for a high-value portfolio, advising clients on all aspects of wealth creation, tax planning, superannuation, and retirement strategies. You will have the opportunity to cultivate...

  • High Net Worth Financial Consultant

    4 days ago

    Melbourne, Victoria, Australia Woods & Co Recruitment Full time

    Woods & Co Recruitment is delighted to partner with a reputable boutique firm in South Yarra, specialising in wealth management and retirement planning. As a Senior Financial Planner, you'll be the primary point of contact for high-value clients, providing expert advice on wealth creation, tax planning, superannuation, and retirement strategies.About the...

  • High Net Worth Relationship Manager

    4 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time

    About Premier BankingPremier Banking at the Commonwealth Bank of Australia delivers Relationship Management services to High Net Worth customers within the Customer Service Network. Our teams consist of Relationship Managers and Associates throughout Australia, reporting into all states.Our ServicesWe provide Relationship Management to clients with...

  • High Net Worth Insurance Account Manager

    3 weeks ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time

    We are seeking a seasoned Account Executive to join our client's High Net Worth – Personal Lines team in Melbourne.Key Responsibilities:Manage a diverse national portfolio of high net worth clients.Work autonomously to ensure exceptional customer service and compliance with operational requirements.Liaise with underwriters, colleagues, and clients to...

  • High Net Worth Financial Advisor Opportunity

    7 days ago

    Melbourne, Victoria, Australia Grant Executive Search Full time

    We are seeking a seasoned Senior Wealth Adviser to join our esteemed client's team. As a trusted advisor, you will be responsible for managing a high net worth client base and providing strategic holistic financial advice to ensure their long-term growth and success.Our client is a leading private wealth management firm with an impressive track record of...

  • High-Net-Worth Commercial Lawyer Opportunity

    1 week ago

    Melbourne, Victoria, Australia Gatehouse Legal Recruitment Full time

    About High-Net-Worth Commercial LawThis is an exceptional chance for a Senior Commercial Lawyer (4+ PAE) to join a leading boutique firm in the heart of Melbourne.Join a family-friendly, supportive team and enjoy work-life balance with no late nights or weekends, and great career growth.The Opportunity OverviewGatehouse Legal Recruitment presents a unique...

  • High Net Worth Commercial Lawyer Opportunity

    5 days ago

    Melbourne, Victoria, Australia Gatehouse Legal Recruitment Full time

    Exceptional Career Growth with Gatehouse Legal RecruitmentWe are seeking a skilled Senior Associate Commercial Lawyer to join our team at Gatehouse Legal Recruitment, located in the heart of Melbourne's CBD. This is an exceptional chance for a commercial lawyer with 4+ years of post-admission experience (PAE) to work on high-net-worth matters and enjoy...

  • High Net Worth Account Manager

    1 week ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time

    About the CompanyFuse Recruitment specializes in recruitment for the insurance industry, actively sourcing a broad range of established clients.Job OverviewWe are currently partnering with a highly established industry leader within Boking, based in Melbourne's inner South East, to find an experienced Account Executive for their High Net Worth – Personal...

  • Strategic Business Leader for High Net Worth Clients

    2 days ago

    Melbourne, Victoria, Australia Recruitment Expert Full time

    Our client is a leading Australian mid-tier firm with a strong reputation for excellence, fostering an open communication environment, continuous education, and strategic technology use. As a respected member of their team, you will have access to professional development opportunities that promote loyalty, trust, and collaboration.**Opportunity Overview**We...

  • High Net Worth Financial Advisor Position

    2 days ago

    Melbourne, Victoria, Australia Grant Executive Search Full time

    About the Organisation:">This prestigious Top Tier Private Clients Group is renowned for its exceptional client service delivery, strong client values and impressive track record of growth despite challenging global financial market conditions. With a focus on strategic growth, they are seeking to hire new Senior Financial Wealth Advisers to join their HNW...

  • High Net Worth Client Wealth Strategist

    2 weeks ago

    Melbourne, Victoria, Australia Grant Executive Search Full time

    Company Overview:As a reputable recruitment agency, Grant Executive Search is dedicated to connecting talented professionals with leading organisations in the industry. With a strong track record of success, we are proud to present an exciting opportunity for a skilled Senior Wealth Adviser to join our client's Top Tier Private Clients Group.Salary and...

  • Senior Commercial Attorney

    6 days ago

    Melbourne, Victoria, Australia Gatehouse Legal Recruitment Full time

    About the OpportunityWe are seeking an exceptional Senior Commercial Lawyer to join our boutique firm in Melbourne's CBD.Job Description:As a Senior Commercial Lawyer, you will have the opportunity to work on high-profile, high-net-worth matters with hybrid arrangements. Enjoy regular working hours and unparalleled flexibility without sacrificing your...