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RSM US LLP

Tax Supervisor - Ultra High Net Worth

Posted 18 Days Ago
Be an Early Applicant
21 Locations
138K-277K Annually
Mid level
21 Locations
138K-277K Annually
Mid level
The Tax Supervisor advises ultra-high net worth clients on comprehensive tax services, supervises staff, and ensures accurate execution of tax engagements.
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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 Supervisor, you will be responsible for the following, which are focused on your technical expertise and ability to work as a collaborative team member to deliver excellent client service:

  • Be an essential team member advising ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance
  • Supervise staff and assist with the execution of client tax engagements focused on individual, fiduciary, gift, generation-skipping, and estate taxation
  • Provide leadership, training and career mentorship to staff level team members
  • Review work for accuracy and quality
  • Use feedback and our career development framework to grow your technical and soft skills

Basic Qualifications:  

  • Bachelor’s degree in accounting or business-related field
  • Passed all four parts of the CPA exam and met all state education requirements to become a CPA  in one’s principal place of business/home state; Passed the bar exam; Or passed the enrolled agent exam
  • Minimum of 4 years of experience working in public accounting with an emphasis on taxation  Most recent years should include experience in managing client engagements
  • Experience with 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 work in a team and handle multiple tasks simultaneously

Preferred Qualifications

  • J.D., 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/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $137,700 - $276,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Top Skills

Cpa
Estate Planning
Retirement Planning
Tax Compliance
HQ

RSM US LLP Chicago, Illinois, USA Office

30 S Wacker Dr, Chicago, IL, United States, 60606

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