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About the Role

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
Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation, including planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as across lines of business to build client relationships and support growth
Participate in prospective client proposals and intentionally plan to build new client relationships
Deliver exceptional talent experience by building collaborative teams, developing and rewarding team members
Participate in local and national committees focused on building technical expertise and strategic plans
Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement
Demonstrate alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader

Requirements

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 working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals
Most recent years should include experience in leading all aspects of client engagements and driving growth
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 lead collaborative teams and manage a book of business that exceeds client expectations

Skills

Wealth transfer
Charitable planning
Retirement planning
Tax compliance
Individual taxation
Fiduciary taxation
Gift taxation
Generation skipping taxation
Estate taxation
Complex investments
Multi-state taxation
Communication skills
Team leadership
Client relationship management
Networking
Thought leadership
Community involvement

Experience Level

8+ years of experience

Education Level

Bachelor's degree
LL.M. in Taxation
Master's in Taxation

Salary/Compensations

$86 - $130 per hour

Benefits

Competitive benefits and compensation package
Flexibility in schedule

About the Company

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.

Equal 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 careers@rsmus.com.
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.
For those living in California or applying to a position in California, please click here for additional information.
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.