Senior Tax Manager, UHNW Wealth & Estate Planning

Financeroles; Minneapolis (MN); Hybrid; USD 126,000 - 253,000; Full time

Job summary

RSM in Minneapolis, MN is seeking a Tax Senior Manager to lead ultra-high net worth client engagements in tax planning and compliance, including wealth transfer and estate taxation. You will manage engagement teams and collaborate across tax specialties to deliver exceptional client service.

You will guide proposals, develop client relationships, and drive growth while maintaining high standards of professional service in a hybrid work environment.

Qualifications

• Lead ultra-high net worth client engagements in tax planning and compliance.
• Proficient in individual, fiduciary, gift, generation-skipping taxation and related planning.
• Collaborate across specialty tax areas and lines of business to drive growth.
• Lead engagement teams and client proposals to build relationships and profitability.
• Strong communication and leadership to manage a book of business.

Responsibilities

• Advise ultra-high net worth clients on wealth transfer, charitable and retirement planning and tax compliance
• Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation
• Collaborate with colleagues across specialty tax areas and lines of business
• Participate in client proposals to build new relationships
• Develop and sustain relationships with clients and centers of influence

Skills

Private client taxation

Estate and gift taxation

Wealth planning

Multi-state taxation

Communication skills

Education

Bachelor's degree in accounting or business-related field

LL.M. in Taxation

Job description

RSM in Minneapolis, MN is seeking a Tax Senior Manager to lead ultra-high net worth client engagements in tax planning and compliance, including wealth transfer and estate taxation. You will manage engagement teams and collaborate across tax specialties to deliver exceptional client service.

You will guide proposals, develop client relationships, and drive growth while maintaining high standards of professional service in a hybrid work environment.