Tax Manager - Ultra High Net Worth
Company: RSM US LLP
Location: Jacksonville
Posted on: October 21, 2024
Job Description:
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, inclusive 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. -As a Tax Manager, you will be
responsible for the following, which are focused around your
technical expertise and ability to work as a collaborative team
member to deliver excellent client service:
- 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
serviceBasic 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
simultaneouslyPreferred Qualifications
- LL.M. in Taxation and/or Master's in TaxationAt RSM, we offer a
competitive benefits and compensation package for all our
people.---We offer flexibility in your schedule, empowering you to
balance life's demands, while also maintaining your ability to
serve clients.---Learn more about our total rewards at .As an
Affirmative Action and Equal Opportunity Employer 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
(including gender identity and/or gender expression); 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 .RSM does not intend to hire entry level candidates who
will require sponsorship now OR in the future (i.e. F-1 visa
holders). If you are a recent U.S. college / university graduate
possessing 1-2 years of progressive and relevant work experience in
a same or similar role to the one for which you are applying,
excluding internships, you may be eligible for hire as an
experienced associate.RSM will consider for employment qualified
applicants with arrest or conviction records in accordance with the
requirements of applicable law, including but not limited to, the
California Fair Chance Act, the Los Angeles Fair Chance Initiative
for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance
for Employers, and the San Francisco Fair Chance Ordinance. For
additional information regarding RSM's background check process,
including information about job duties that necessitate the use of
one or more types of background checks, .At RSM, an employee's pay
at any point in their career is intended to reflect their
experiences, performance, and skills for their current role. The
salary range (or starting rate for interns and associates) for this
role represents numerous factors considered in the hiring decisions
including, but not limited to, education, skills, work experience,
certifications, location, etc. As such, pay for the successful
candidate(s) could fall anywhere within the stated
range.Compensation Range: $99,100 - $199,100Individuals -selected
for this role will be eligible for a discretionary bonus based on
firm and individual performance.
Keywords: RSM US LLP, Port Orange , Tax Manager - Ultra High Net Worth, Executive , Jacksonville, Florida
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