Family Wealth Svc HNW Sr Mgr
RSM US LLP
Charlotte, NC
8d ago

Job description

Our Charlotte office is currently seeking a Senior Manager for our High Net Worth Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services.

Responsibilities :

  • Provide high level personal financial and estate planning services
  • Review trust, estate and foundation tax returns
  • Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage all aspects of client accounts and foster client relationships
  • Expand services to existing clients and develop new business relationships
  • Provide appropriate and timely performance feedback to those supervised
  • Conduct internal training courses or seminars on technical subjects
  • Basic Qualifications :

  • An undergraduate or graduate degree in Accounting required
  • Master's Degree in Accounting or Taxation or Law desired
  • CPA licensure or JD required
  • Recent public accounting experience required
  • Tax Advisory and Estate Planning experiences required
  • 9+ years experience in dealing with high net worth clients required
  • 4+ years of managerial experience required
  • Ability to establish and maintain good client relationships
  • Proven ability to develop new business relationships and expand services to existing clients
  • Excellent communication skills-both oral and written
  • Proficiency in Microsoft Office applications required
  • Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx desired
  • You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things.

    RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential.

    Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

    Experience RSM US. Experience the power of being understood.

    RSM is an equal opportunity / affirmative action employer. Minorities / Females / Disabled / Veterans.

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