Tax Senior Manager — UHNW Wealth & Estate Planning

RSM US LLP; Chicago (IL); Sur place; USD 126 100 - 253 000; Plein temps

Résumé du poste

RSM US LLP in Chicago is seeking a Tax Senior Manager to lead ultra-high net worth engagements, providing comprehensive tax planning and compliance services for multi-generational families and executives.

You will manage client engagements, mentor teams, and collaborate with cross-functional specialists to drive growth, strengthen relationships, and uphold RSM's values in a dynamic professional services environment.

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 including leadership of client engagements.
• Proficient in individual, fiduciary, and investment partnership taxation with related tax implications.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business.

Responsabilités

• Advise ultra-high net worth clients on a full spectrum of tax services including 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 RSM colleagues in specialty tax areas and across lines of business to build client relationships and support growth.
• Participate in prospective client proposals and build new client relationships.
• Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members.
• Demonstrate alignment with RSM's core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm.

Connaissances

Communication skills

Leadership

Tax expertise

Multi-state taxation

Client relationship management

Formation

Bachelor's degree in accounting or business-related field

CPA license / enrolled agent / J.D.

LL.M. in Taxation and/or Master's in Taxation

Description du poste

RSM US LLP in Chicago is seeking a Tax Senior Manager to lead ultra-high net worth engagements, providing comprehensive tax planning and compliance services for multi-generational families and executives.

You will manage client engagements, mentor teams, and collaborate with cross-functional specialists to drive growth, strengthen relationships, and uphold RSM's values in a dynamic professional services environment.