Tax Partner - Family Office - High Net Worth

Job Description:

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, inclusive 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.

RSM is currently seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role offers an opportunity to join a high-performing team where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families, their private businesses, investment entities, and family offices.

Candidates must be familiar with tax consulting for family office/high net worth clients and possess the analytical skills necessary for diagnosing, developing, and implementing solutions to clients' tax needs. With the firm’s support, you'll have the opportunity to develop and pursue creative solutions to resolve client issues.

Basic Qualifications:

• Bachelor's degree in Accounting with CPA License or JD required
• 12+ years of continuous public accounting or family office tax experience
• Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
• Experience reviewing tax returns for wealthy family members, trusts, investment entities, and private businesses (e.g., Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants)
• Ability to support financial growth efforts and manage a book of business
• Ability to plan client engagements, provide tax consulting, manage compliance projects, supervise and review staff work, and work closely with clients and internal teams
• Strong verbal and written communication skills, with the ability to articulate complex tax law
• Exceptional client service and relationship management skills

Preferred Qualifications:

• Master's Degree in Taxation or Law Degree
• Experience with Big 4 or large national/regional/local accounting firms
• Experience with Private Foundations
• Exposure to foreign assets, investments, and holdings reporting and filings
• Proven ability to develop new business and expand existing client services

At RSM, we offer a competitive benefits and compensation package, supporting your physical, emotional, financial, and community wellbeing. We provide flexible scheduling, generous paid holidays, wellbeing days, and support for work-life balance. Learn more about our total rewards on our website.

RSM is an Equal Employment Opportunity employer. We promote an inclusive environment free from discrimination and harassment. We provide accommodations for applicants with disabilities upon request. For assistance, contact us at 800-274-3978 or via email.