Tax Manager - Ultra High Net Worth
$95,400–$180,400 year
On-siteChicago, Illinois, United States or Seattle, Washington, United States
Job Summary
Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation, including the planning and execution of client tax engagements. Collaborate with RSM specialists regarding state and local taxation and international taxation while providing leadership, training, and career mentorship to staff and supervisor-level team members. Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects, developing and sustaining strong relationships with clients and other professional advisors.
Required Qualifications
- Bachelor's degree in accounting or business-related field
- CPA license in one's principal place of business/home state
- Licensed J.D.
- Enrolled agent
- Minimum of 5 years of experience working in public accounting with an emphasis on taxation
- Most recent years should include experience in managing client engagements
- Proficient in individual, fiduciary, and investment partnership taxation
- Understanding of complex investments and the related tax implications
- Understanding of estate, gift and generation skipping transfer taxation
- Familiar with multi-state taxation
- Strong communication skills (written and verbal)
- Ability to work in a team
- Ability to handle multiple tasks simultaneously
Desired Qualifications
- LL.M. in Taxation
- Master's in Taxation
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