Tax Manager – Ultra High Net Worth

RSM US LLP

Tax Manager advising ultra-high net worth clients on tax services and managing engagement teams. Collaborating with specialists to achieve client goals in compliance and planning.

Posted 7/7/2026full-timeChicago • Florida, Illinois, Pennsylvania, Virginia, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $95,400 - $180,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in advising ultra-high net worth clients on comprehensive tax services, with a strong focus on individual, fiduciary, and investment partnership taxation. Proven leadership in managing client engagements and mentoring staff while collaborating on growth opportunities.

Highest-signal resume keywords

CPA LicensePublic Accounting ExperienceIndividual Taxation ProficiencyMulti-State Taxation FamiliarityEngagement Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ServicesIndividual TaxationFiduciary TaxationInvestment Partnership TaxationMulti-State Taxation

Soft Skills

LeadershipMentorshipCollaboration

Certifications & Qualifications

CPA LicenseLicensed J.D.Enrolled Agent

Industry Keywords

Ultra-High Net Worth ClientsPublic AccountingTax EngagementsState TaxationLocal Taxation

About the role

Key responsibilities & impact

Advise ultra-high net worth clients on a full spectrum of tax services
Manage and oversee the engagement team focused on individual tax engagements
Collaborate with RSM specialists regarding state and local taxation
Provide leadership, training and career mentorship to staff
Drive and collaborate with senior leadership on growth opportunities

Requirements

What you’ll need

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
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
Familiar with multi-state taxation

Benefits

Comp & perks

Competitive benefits and compensation package
Flexibility in your schedule