Wealth Management Tax Consultant

2 weeks ago

Chicago, Illinois, United States RSM US LLP Full time

About Us: RSM US LLP is a premier provider of professional services tailored for the middle market worldwide. Our mission is to foster confidence amidst change, enabling our clients and team members to achieve their utmost potential. Our remarkable workforce is the cornerstone of our inclusive culture and exceptional talent experience, making us a compelling choice for our clients.

Team Overview: Our Ultra High Net Worth Multi-Generational Families team specializes in serving post-liquidity families and corporate executives requiring intricate estate and income tax planning and compliance. We adopt a comprehensive approach, simultaneously evaluating various aspects of our clients' planning and compliance needs, including income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust considerations. Collaboration is key; we work closely with our clients, their legal advisors, and other specialists both within and outside RSM to fulfill our clients' objectives.

Role Responsibilities: As a Tax Manager, you will leverage your technical expertise and collaborative spirit to deliver outstanding client service. Your key responsibilities will include:

  • Providing guidance to ultra-high net worth clients on a comprehensive range of tax services, encompassing wealth transfer, charitable contributions, retirement planning, and tax compliance.
  • Leading the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation, ensuring that client tax engagements are executed to exceed expectations and meet profitability goals.
  • Proactively identifying client needs and collaborating with RSM colleagues across specialty tax areas to strengthen client relationships and drive growth.
  • Engaging in prospective client proposals and strategically planning to cultivate new client relationships.
  • Fostering an exceptional talent experience by building cohesive teams and recognizing the contributions of team members.
  • Participating in local and national committees aimed at enhancing technical expertise and strategic initiatives.
  • Establishing and maintaining robust relationships with clients, centers of influence, and other RSM advocates through networking, thought leadership, and community engagement.
  • Exemplifying alignment with RSM's core values, vision, and strategy while empowering individuals to collaborate effectively across the firm.

Basic Qualifications:

  • Bachelor's degree in accounting or a related business field.
  • Active CPA license in your principal place of business/home state, licensed J.D., or enrolled agent (with regional tax leader approval).
  • A minimum of 6 years of experience in public accounting, focusing on private client taxation, particularly with ultra-high net worth individuals. Recent experience should include leading all facets of client engagements and driving growth.
  • Proficiency in individual, fiduciary, and investment partnership taxation, along with an understanding of complex investments and their tax implications, as well as estate, gift, and generation-skipping transfer taxation.
  • Familiarity with multi-state taxation.
  • Strong written and verbal communication skills, with the ability to lead collaborative teams and manage a client portfolio that exceeds expectations.

Preferred Qualifications:

  • LL.M. in Taxation and/or Master's in Taxation.

Benefits: At RSM, we provide a competitive benefits and compensation package designed to support your well-being. Our offerings include personalized programs for physical, emotional, financial, and community wellness. We have a generous time-off policy, with at least 14 paid holidays, well-being days, and access to self-managed time off for associates and above. We offer flexible scheduling to help you balance personal and professional commitments while maintaining exceptional client service.

Diversity and Inclusion: RSM is committed to being an Affirmative Action and Equal Employment Opportunity employer. We strive to create an environment free from discrimination and harassment, supporting all employees in achieving their personal and professional goals. We welcome applicants from diverse backgrounds and are dedicated to providing reasonable accommodations for individuals with disabilities throughout the recruitment process.

Compensation: The compensation range for this role is competitive and based on individual and firm performance.

  • Wealth Management Consultant

    2 weeks ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Become a key player in a dynamic team that champions your professional journey At Corient Private Wealth LLC, we specialize in assisting high-net-worth individuals, families, and accomplished professionals in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify complexities, and...

  • Wealth Management Professional

    1 week ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with clients and employees across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...

  • Client Service Associate

    19 hours ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with clients and employees across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative...

  • Wealth Management Consultant

    1 week ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.We take pride in our commitment to service, expertise, and...

  • Wealth Strategist

    5 days ago

    Chicago, Illinois, United States Corient Private Wealth LLC Full time

    Job SummaryCorient Private Wealth LLC is seeking a highly skilled and experienced Wealth Strategist to join our team. As a key member of our wealth planning service, you will work closely with high-net-worth individuals, families, and high achievers to develop and implement customized financial plans that meet their unique needs and goals.Key...

  • Junior Wealth Management Consultant

    2 weeks ago

    Chicago, Illinois, United States Corient Full time

    Become a part of a team that champions your aspirations and nurtures your development At Corient, we specialize in assisting high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations. Our mission is to surpass expectations, simplify lives, and create enduring legacies. We are constantly on the...

  • Wealth Management Consultant

    1 week ago

    Chicago, Illinois, United States Wintrust Financial Full time

    About Wintrust Wealth ManagementWintrust Wealth Management is dedicated to addressing the financial requirements of individual clients, including affluent individuals, entrepreneurs, and institutions. Since our inception in 1931, we have been assisting clients in achieving their increasingly intricate financial objectives with the utmost standards of service...

  • Tax and Wealth Transfer Partner

    1 week ago

    Chicago, Illinois, United States Gould & Ratner LLP Full time

    Job OpportunityGould & Ratner LLP is seeking a highly experienced professional to join its Tax and Wealth Transfer Practice Group as a Tax and Wealth Transfer Partner. This individual will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer,...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Tax Senior Position at a Wealth Management FirmOverview:A prominent wealth management firm is seeking a Tax Senior to enhance our tax services team. This role involves providing comprehensive tax planning and advisory services to our esteemed clientele.About Us:We are a distinguished Registered Investment Advisor (RIA) located in Chicago, IL, specializing in...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Taxation Role in Wealth ManagementAbout the Position:This position is for a Tax Senior within a wealth management firm that specializes in comprehensive financial services. The firm is dedicated to providing personalized investment advisory, tax planning, and estate planning services tailored to the unique needs of its clients.Why Consider This...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Attractive Compensation + Exceptional Benefits + Career Advancement OpportunitiesAbout Us:We are a fee-only wealth management firm dedicated to providing comprehensive financial services. Our expertise encompasses investment advisory, tax strategy, estate planning, and financial consulting tailored to meet the unique needs of our esteemed clientele, which...

  • Financial Wealth Consultant

    2 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a distinguished Fortune 500 entity, has been a leader in the financial services sector since 1889. We take pride in delivering innovative financial solutions and guidance to the world’s most affluent individuals, families, and institutions, grounded in our core values of service, expertise, and integrity. With over 130...

  • Principal Wealth Strategy Consultant

    2 weeks ago

    Chicago, Illinois, United States The Charles Schwab Corporation Full time

    Position OverviewThe Investor Advice Solutions team encompasses a variety of services, including Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Our focus is on delivering exceptional financial guidance to our clients.About Schwab Wealth AdvisorySchwab Wealth Advisory stands out as a premier, fee-based, and...

  • Wealth Management Associate

    8 hours ago

    Chicago, Illinois, United States Calamos Asset Management Full time

    Associate Wealth AdvisorAt Calamos Asset Management, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Client Relationship...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Senior Tax Consultant Position at JobotJobot is a distinguished firm specializing in wealth management, offering a broad spectrum of investment advisory, tax strategy, and financial services tailored to a varied clientele. Our dedicated team is committed to crafting personalized financial solutions that meet the distinct requirements of each client.Reasons...

  • Financial Wealth Consultant

    2 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Wealth Management Recruiter

    5 days ago

    Chicago, Illinois, United States Eclaro Full time

    Wealth Management Recruiter Job DescriptionEclaro is seeking a skilled Wealth Management Recruiter to join our team in the Financial Services industry. Our client, a leading Insurance Brokerage and Consulting Firm in the United States, requires a professional with expertise in wealth management recruitment.Key Responsibilities:Recruit and place top talent in...

  • Tax Manager

    17 hours ago

    Chicago, Illinois, United States Kutchins, Robbins and Diamond Full time

    Job DescriptionYou will not be considered without filling out our screening questions.KRD, a rapidly growing public accounting, consulting, and wealth management firm, is seeking a highly skilled Financial Services Leader to join our team. Our clients represent a diverse range of business types, including startups, professional service providers, technology...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Taxation Specialist OpportunityAbout the Company:We are a distinguished wealth management firm dedicated to delivering comprehensive financial solutions. Our firm specializes in investment advisory, tax strategy, return preparation, estate planning, and financial planning services tailored to meet the unique needs of our esteemed clientele.Our approach...

  • Senior Tax Consultant

    2 weeks ago

    Chicago, Illinois, United States Jobot Full time

    Attractive Compensation + Comprehensive Benefits + Career Advancement OpportunitiesAbout Us:We are a fee-only wealth management firm dedicated to providing exceptional financial services. Our firm specializes in investment advisory, tax planning, return preparation, estate planning, and financial strategies tailored to the unique needs of our clients, which...