Seasonal Tax Senior Manager - Ultra High Net Worth

RSM US LLP • Seattle, WA • 1d ago

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. 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 Senior 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 Lead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the 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 line of business to build client relationships and support growth Participate in prospective client proposals and intentionally plan to build new client relationships Delivers 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 Demonstrates 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 Basic 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 (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 At 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 https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and

Similar Jobs

Billing Clerk

Robert Half • Seattle, WA • 2h ago

Finance, Accounting & Banking

Description We're seeking a detail-oriented Billing Coordinator to join our client's high-performing legal billing team located in Seattle, WA. In this role, you'll support a group of approximately 20 attorneys, helping...

2h ago

Go to Apply

Senior Finance Manager, Infrastructure Finance

Amazon • Redmond, WA • 2h ago

Finance, Accounting & Banking

Description At Amazon, it's always Day 1 - and nowhere is this truer than at Project Kuiper, our ambitious initiative to deliver global broadband through Low Earth Orbit satellites and ground systems. Infrastructure Fina...

2h ago

Go to Apply

Finance Manager, AB IT Services, Amazon Business Finance

Amazon • Seattle, WA • 2h ago

Finance, Accounting & Banking

Description Entering the business to business (B2B) market is one of Amazon's most exciting growth opportunities and since launching in 2015, Amazon Business (AB) already has more than 6 million customers WW. We are grow...

2h ago

Go to Apply

Senior Financial Analyst, AWS Applied AI Solutions Finance

Amazon • Seattle, WA • 2h ago

Finance, Accounting & Banking

Description Are you looking for that next big Finance opportunity? Want to directly influence the future of some of the most successful products in cloud computing? Come join Amazon Web Services (AWS) Finance as AWS Seni...

2h ago

Go to Apply

Finance Manager, AWS Applied AI Solutions Finance

Amazon • Seattle, WA • 3h ago

Finance, Accounting & Banking

Description Amazon Connect is a comprehensive customer experience solution that has differentiated itself through enterprise-grade availability, scalability, native AI, and competitive pricing. While the solution launche...

3h ago

Go to Apply

Finance Manager, AWS Hardware Engineering Finance

Amazon • Seattle, WA • 3h ago

Finance, Accounting & Banking

Description Come join our AWS Finance team as a Finance Manager. As part of Hardware Engineering Finance you will partner with Hardware Engineers to develop the next generation of servers that improve performance and low...

3h ago

Go to Apply

Finance Manager, AWS Applied AI Solutions Finance

Amazon • Seattle, WA • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Business Banking Credit Portfolio Manager (multiple levels)

U.S. Bank • Seattle, WA • 7h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

7h ago

Go to Apply

Sr. Relationship Manager-Global Commercial Banking (Middle Market - Seattle)

Bank of America • Seattle, WA • 8h ago

Finance, Accounting & Banking

Sr. Relationship Manager-Global Commercial Banking (Middle Market - Seattle) Seattle, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your app...

8h ago

Go to Apply

Finance Business Manager

Puget Sound Energy, Inc • Clyde Hill, WA • 1d ago

Finance, Accounting & Banking

Puget Sound Energy is looking to grow our community with top talented individuals like you! With our rapidly growing, award winning energy efficiency programs, our pathway to an exciting and innovative future is now. PSE...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.