UHNW Tax Senior Manager — Estate and Wealth Planning
rsm usFort Lauderdale, FL
UHNW Tax Senior Manager — Estate and Wealth Planning
rsm usFort Lauderdale, FLSenior L5
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsTax Preparation Services
APPLY NOWRSM US LLP is seeking a Tax Senior Manager for the Ultra High Net Worth multi-generational families team. The role focuses on advanced estate and income tax planning and compliance for high-net-worth clients, with leadership across client engagements and growth initiatives.
Responsibilities include guiding engagements on wealth transfer, charitable planning, and generation-skipping taxes, while collaborating with specialists to expand relationships.
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Level
Senior L5
Location
Fort Lauderdale, FL
Occupation
Tax Preparers
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago