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About the Role

RSM is 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 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. We collaborate with our clients, attorneys, advisors, and internal/external subject matter experts to achieve client 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 and 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 planning
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

Minimum of 8 years of experience

Education Level

Bachelor’s degree in accounting or business-related field
LL.M. in Taxation
Master’s in Taxation

Salary/Compensations

$126,100 - $253,000

Benefits

Competitive benefits and compensation package
Flexibility in schedule
Discretionary bonus based on firm and individual performance

About the Company

RSM is 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 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.