Tax Senior Manager – Ultra High Net Worth

RSM US LLP

Tax Senior Manager focusing on Ultra High Net Worth clients at RSM. Leading tax planning and compliance for high-net-worth individuals and families while collaborating with a strong team.

Posted 7/30/2026full-timeMinneapolis • Florida, Illinois, Minnesota, Texas, Virginia • 🇺🇸 United StatesSenior💰 $126,100 - $253,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in advising ultra-high net worth clients on tax services, including wealth transfer, charitable planning, and tax compliance, while maintaining strong client relationships and collaborating with colleagues in specialty tax areas.

Highest-signal resume keywords

CPA LicensePrivate Client TaxationIndividual TaxationFiduciary TaxationMulti-State Taxation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Transfer PlanningCharitable PlanningRetirement PlanningTax ComplianceEstate TaxationGift TaxationGeneration Skipping TaxationInvestment Partnership Taxation

Soft Skills

Client Relationship ManagementCollaborationAnticipating Client Needs

Certifications & Qualifications

Bachelor’s Degree in AccountingLicensed J.D.Enrolled Agent

Industry Keywords

Public AccountingUltra-High Net Worth IndividualsCenters of Influence

About the role

Key responsibilities & impact

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
Anticipate client needs and collaborate with RSM colleagues in specialty tax areas
Participate in prospective client proposals and intentionally plan to build new client relationships
Develop and sustain strong relationships with clients, centers of influence and other RSM promoters

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 (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
Proficient in individual, fiduciary, and investment partnership taxation
Familiar with multi-state taxation

Benefits

Comp & perks

flexibility in your schedule
professional development opportunities
discretionary bonus based on firm and individual performance