Tax Senior Manager - Ultra High Net Worth

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 their Ultra High Net Worth team in Naples. The role involves advising clients on complex tax planning and compliance, leading teams, and fostering client relationships. Candidates should have extensive public accounting experience and strong communication skills.

Servizi

Competitive benefits and compensation package

Flexible scheduling

Commitment to diversity and inclusion

Competenze

• At least 8 years of public accounting experience focusing on private client taxation.
• Strong communication skills, both written and verbal.

Mansioni

• Advise ultra-high net worth clients on tax services including wealth transfer and tax compliance.
• Lead engagement teams on individual and estate taxation.

Conoscenze

Communication

Leadership

Formazione

Bachelor’s degree in accounting

LL.M. or Master’s in Taxation

Descrizione del lavoro

Tax Senior Manager - Ultra High Net Worth, Naples

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 inclusive culture and talent experience, enabling us to be compelling to our clients. We offer 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.

About the Team

Our Ultra High Net Worth Multi-Generational Families team focuses on post-liquidity families and corporate executives with complex estate and income tax planning and compliance. We analyze income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects of planning and compliance, collaborating with clients, attorneys, and other advisors to achieve their goals.

Responsibilities

• Advise ultra-high net worth clients on tax services including wealth transfer, charitable and retirement planning, and tax compliance.
• Lead engagement teams on individual, fiduciary, gift, generation skipping, and estate taxation, ensuring client satisfaction and profitability.
• Collaborate with colleagues across tax specialties and lines of business to build client relationships and support growth.
• Participate in client proposals and strategic planning for new client acquisition.
• Build and develop collaborative teams, rewarding talent and fostering a positive work environment.
• Contribute to technical expertise development through local and national committees.
• Maintain strong relationships with clients, centers of influence, and community through networking and thought leadership.
• Align with RSM’s values, vision, and strategy, promoting teamwork across the firm as an enterprise leader.

Minimum Qualifications

• Bachelor’s degree in accounting or a related business field.
• CPA license, licensed J.D., or enrolled agent (with approval).
• At least 8 years of public accounting experience, focusing on private client taxation for ultra-high net worth individuals, including leadership in client engagements and growth.
• Proficiency in individual, fiduciary, investment partnership taxation, and understanding of complex investments and estate, gift, and generation-skipping transfer taxes.
• Knowledge of multi-state taxation.
• Strong communication skills, both written and verbal, with leadership ability in teams and managing client expectations.

Preferred Qualifications

• LL.M. or Master’s in Taxation.

Additional Information

We offer a competitive benefits and compensation package, flexible scheduling, and a commitment to diversity and inclusion. The salary range for this role is $137,700 - $276,700, and individuals may be eligible for a discretionary bonus based on performance.

Note: Applicants must hold a passport from the country of the vacancy or require a valid work permit. We do not sponsor entry-level candidates or F-1 visa holders. For more details, visit our blog or contact us for accommodation requests.