Tax Manager - Ultra High Net Worth

RSM US LLP; Chicago (IL); On-site; USD 95,400 - 180,400; Full time

Job summary

RSM US LLP in Chicago is seeking an experienced tax professional to advise ultra-high net worth clients on wealth transfer, charitable and retirement planning, and complex estate and income tax compliance.

You will lead the engagement team focusing on fiduciary and estate tax engagements, collaborating with specialists on state, local and international taxation, and mentoring staff. A CPA license and 5+ years in public accounting are required.

Qualifications

• CPA license required; active in principal place of business/home state.
• Minimum 5 years in public accounting with emphasis on taxation.
• Experience managing client engagements and leading teams.
• Proficiency in individual, fiduciary, estate, gift and generation-skipping taxation.
• Familiarity with multi-state taxation and complex investments.

Responsibilities

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements.
• Collaborate with RSM specialists regarding state and local taxation and international taxation.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Skills

CPA license

Strong communication skills

Experience managing client engagements

Tax planning and compliance

Multistate taxation

Education

Bachelor’s degree in accounting

LL.M. in Taxation

Master’s in Taxation

Job description

Job Overview

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, 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 simultaneously analyzing appropriate income tax, estate, gift, generation‑skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients’ goals.

Responsibilities

• Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance.
• Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements.
• Collaborate with RSM specialists regarding state and local taxation and international taxation.
• Provide leadership, training and career mentorship to staff and supervisor level team members.
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Basic 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
• Minimum of 5 years of experience working in public accounting with an emphasis on taxation
• Most recent years should include experience in managing client engagements
• Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation
• Familiar with multi‑state taxation
• Strong communication skills (written and verbal) with the ability to work in a team and handle multiple tasks simultaneously

Preferred Qualifications

• LL.M. in Taxation and/or Master’s in Taxation

Compensation

Compensation Range: $95,400 - $180,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Benefits

We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more at https://rsmus.com/careers/working-at-rsm/benefits.

Equal Employment Opportunity

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race, color, creed, sincerely held religious beliefs, practices or observances, sex (including pregnancy or disabilities related to nursing), gender, sexual orientation, HIV Status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition (including family and medical leave), domestic violence victim status, past, current or prospective service in the US uniformed service, US Military/Veteran status, pre‑disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].