Senior Tax Manager, UHNW Wealth & Estate Planning

RSM US LLP; New York (NY); On-site; USD 126,000 - 253,000; Full time

Job summary

RSM US LLP is seeking a Tax Senior Manager to lead ultra-high net worth client engagements in the New York area. You will provide expert guidance on wealth transfer, charitable and retirement planning and tax compliance, while managing complex estate, gift and generation-skipping taxation matters.

You will supervise engagement teams, collaborate with specialists, and pursue new business opportunities. The role offers a competitive benefits package and the potential for discretionary bonus based

Qualifications

• Bachelor's degree in accounting or business-related field.
• 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 in public accounting with emphasis on private client taxation and UHNW individuals.
• Proficient in individual, fiduciary, and investment partnership taxation and related tax implications.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with ability to lead teams and manage a large 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 and drive profitability.
• Anticipate client needs and collaborate with colleagues across tax areas to build relationships and growth.
• Participate in prospective client proposals and develop new client relationships.
• Deliver talent experience by building and rewarding teams.
• Participate in local and national committees to build technical expertise and strategic plans.
• Develop strong relationships with clients and centers of influence through networking and thought leadership.
• Demonstrate alignment with RSM values and lead across the firm as an enterprise leader.

Skills

Communication skills

Taxation knowledge

Public accounting experience

Leadership

Education

Bachelor's degree in accounting or business-related field

CPA license

LL.M. in Taxation

Job description

RSM US LLP is seeking a Tax Senior Manager to lead ultra-high net worth client engagements in the New York area. You will provide expert guidance on wealth transfer, charitable and retirement planning and tax compliance, while managing complex estate, gift and generation-skipping taxation matters.

You will supervise engagement teams, collaborate with specialists, and pursue new business opportunities. The role offers a competitive benefits package and the potential for discretionary bonus based