Tax Senior Manager

4 days ago


Houston, Texas, United States RSM US LLP Full time
About the Role

We are seeking a highly experienced Tax Senior Manager to join our team at RSM US LLP. As a key member of our Ultra High Net Worth Multi-Generational Families team, you will be responsible for providing exceptional tax services to our clients, including wealth transfer, charitable and retirement planning, and tax compliance.

Key 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.
  • Plan and execute 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 line 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.
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.
Preferred Qualifications
  • LL.M. in Taxation and/or Master's in Taxation.
Compensation and Benefits

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. Compensation range: $137,700 - $276,700.



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