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RSM US LLP

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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Tax ServicesIndividual TaxationFiduciary TaxationInvestment Partnership TaxationMulti-State Taxation
Soft Skills
LeadershipMentorshipCollaboration
Certifications
CPA LicenseLicensed J.D.Enrolled Agent