Tax Senior Manager - Ultra High Net Worth - Estate and Gift

TN Italy; Napoli; In loco; USD 137.000 - 277.000; Tempo pieno

Descrizione del lavoro

A leading provider of professional services seeks a Tax Senior Manager for its Ultra High Net Worth team in Naples. The role involves advising clients on complex estate and income tax planning, leading teams, and developing client relationships. Candidates should have significant public accounting experience and strong communication skills. The company offers a competitive benefits package and values diversity and inclusion.

Servizi

Personalized wellbeing programs

Generous time off

Flexible scheduling

Competenze

• At least 8 years of public accounting experience focused on private client taxation.
• Proficiency in individual, fiduciary, investment partnership, estate, gift, and generation-skipping transfer taxation.

Mansioni

• Advising ultra-high net worth clients on tax services including wealth transfer and compliance.
• Leading engagement teams on individual and estate taxation.
• Building collaborative teams and developing team members.

Conoscenze

Communication

Formazione

Bachelor’s degree in accounting

LL.M. or Master’s in Taxation

Descrizione del lavoro

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Tax Senior Manager - Ultra High Net Worth - Estate and Gift, Naples

Client:

RSM

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

4fbaed36d092

Job Views:

2

Posted:

12.05.2025

Expiry Date:

26.06.2025

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, inclusive 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’s no one like you and that’s why there’s 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 analyzing income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects of a client’s planning and compliance needs. We collaborate with clients, attorneys, other advisors, and subject matter experts both within and outside RSM to achieve client goals.

As a Tax Senior Manager, your responsibilities will include:

• Advising ultra-high net worth clients on tax services including wealth transfer, charitable, retirement planning, and compliance
• Leading engagement teams on individual, fiduciary, gift, generation skipping, and estate taxation, ensuring client satisfaction and profitability
• Anticipating client needs and collaborating across departments to support growth
• Participating in client proposals and building new relationships
• Building collaborative teams and developing team members
• Contributing to technical expertise and strategic initiatives through committees
• Developing relationships with clients and centers of influence through networking and thought leadership
• Aligning with RSM’s core values and strategic goals as an enterprise leader

Basic Qualifications:

• Bachelor’s degree in accounting or related field
• CPA, J.D., or enrolled agent license (with approval)
• At least 8 years of public accounting experience, focused on private client taxation and ultra-high net worth individuals, with leadership experience
• Proficiency in individual, fiduciary, investment partnership, estate, gift, and generation-skipping transfer taxation
• Knowledge of multi-state taxation
• Strong communication skills for leading teams and managing client relationships

Preferred Qualifications:

• LL.M. or Master’s in Taxation

We offer a competitive benefits and compensation package, including personalized wellbeing programs, generous time off, flexible scheduling, and total rewards details available on our website.

RSM is an Affirmative Action and Equal Employment Opportunity employer, committed to a diverse and inclusive workplace. We provide accommodations for applicants with disabilities upon request.

Note: We do not hire entry-level candidates requiring sponsorship now or in the future. Recent graduates with 1-2 years of relevant experience may be considered as experienced associates.

Compensation Range: $137,700 - $276,700