UHNW Tax Manager: Estate & Wealth Planning

RSM US LLP; Center Square (PA); Hybrid; USD 95,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP is seeking a Tax Manager for our Ultra High Net Worth Multi-Generational Families team in a hybrid work environment in the United States. You will advise clients on wealth transfer, charitable and retirement planning, and tax compliance while leading engagement teams on complex estate and gift taxation.

The role requires a CPA/EA/Attorney license (or pre-approved alternative) and at least 5 years of public accounting experience with taxation.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• Active CPA/EA/Attorney or pre-approved alternative certification required.
• Minimum 5 years in public accounting with taxation focus; managing client engagements.
• Proficient in individual, fiduciary, and investment partnership taxation; multi-state taxation knowledge.

Responsibilities

• Advise ultra-high net worth clients on wealth transfer, charitable and retirement planning, and tax compliance.
• Manage and oversee engagement teams for estate, gift, generation-skipping, and fiduciary taxation.
• Collaborate on state/local and international taxation with RSM specialists.
• Provide leadership and mentorship to staff and supervisors.
• Drive growth opportunities with existing clients and prospects.
• Build strong client relationships and coordinate with advisors.

Skills

Taxation knowledge

Client engagements management

Communication skills

Team leadership

Multi-state taxation

Education

Bachelor’s degree in accounting or business-related field

CPA license / EA license / Attorney license / pre-approved alternative certification

LL.M. in Taxation or Master’s in Taxation

Tools

None

Job description

RSM US LLP is seeking a Tax Manager for our Ultra High Net Worth Multi-Generational Families team in a hybrid work environment in the United States. You will advise clients on wealth transfer, charitable and retirement planning, and tax compliance while leading engagement teams on complex estate and gift taxation.

The role requires a CPA/EA/Attorney license (or pre-approved alternative) and at least 5 years of public accounting experience with taxation.