Julie C. Smith in

Julie C. Smith

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Senior Tax Associate, Ultra High Net Worth, Family Office, Private Company at RSM US LLP
📍 Dallas-Fort Worth Metroplex, United States

Julie is a Senior Tax Associate at RSM US LLP with 13 years of diverse experience in tax, project operations, and human resources. Specializing in the high-net-worth and family office space, she holds a BBA from Texas A&M University. Colleagues describe her as engaging, smart, and a focused team player.

Beyond her professional life, Julie has a strong connection to her alma mater, Texas A&M University, which she lists as a key interest. Her career path also includes time dedicated to being a stay-at-home mother, reflecting a balance between her personal and professional commitments.

She successfully transitioned her career from project management at a tech firm to a specialized role in public accounting.

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Experience
25 Years
Current Role
Senior Tax Associate, Ultra High Net Worth, Family Office, Private Company
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Julie cares about

High-Net-Worth Taxation
Her current role and headline state a commitment to tax client service in the high-net-worth and family office space.
Process Improvement
Her philosophy is to ask questions and improve processes, utilizing technology like AI to enhance accuracy and streamline workflows in her roles.
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Career

Work history

7-2024 - 6-2026
Senior Tax Associate, Ultra High Net Worth, Family Office, Private Company
RSM US LLP
4-2022 - 7-2024
Tax Associate
RSM US LLP
7-2018 - 4-2022
Senior Resource Scheduler-Tax
RSM US LLP
8-2007 - 10-2012
Project Manager, Training Department
AMX
1-1998 - 9-2006
Stay at Home Mother
None
In the press

Media appearances

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Education
1988 - 1992
Bachelor of Business Administration (BBA)
Texas A&M University
2015 - 6-2022
Bachelor of Arts - Accounting
East Texas A&M University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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