UHNW Tax Senior Manager - Wealth & Estate Planning

RSM US LLP; Washington (District of Columbia); Presencial; USD 126.000 - 253.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Descripción de la vacante

RSM US LLP is seeking a Tax Senior Manager to advise ultra-high net worth clients and lead engagements on wealth transfer, estate, gift, and generation-skipping tax planning and compliance. You will collaborate with specialists to deliver comprehensive tax solutions and grow the client base.

Ideal candidates will have a CPA license, 8+ years in public accounting, and strong communication skills to lead teams and manage significant client portfolios across multi-state tax rules.

Formación

• 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 leading client engagements and growth.
• Proficient in individual, fiduciary, and investment partnership taxation and estate/gift/ generation-skipping transfer taxation.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with ability to lead teams and manage a book of business.

Responsabilidades

• 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; plan and execute client tax engagements that exceed expectations and profitability thresholds.
• Anticipate client needs and collaborate with specialists across lines of business to build client relationships and support growth.
• Participate in prospective client proposals and intentionally plan to build new client relationships.
• Demonstrate leadership by developing and rewarding team members and participating in committees.

Conocimientos

Client relationship management

Team leadership

Tax planning

Multi-state taxation

Communication skills

Educación

CPA license

LL.M. in Taxation

Descripción del empleo

RSM US LLP is seeking a Tax Senior Manager to advise ultra-high net worth clients and lead engagements on wealth transfer, estate, gift, and generation-skipping tax planning and compliance. You will collaborate with specialists to deliver comprehensive tax solutions and grow the client base.

Ideal candidates will have a CPA license, 8+ years in public accounting, and strong communication skills to lead teams and manage significant client portfolios across multi-state tax rules.