Senior Tax Leader, Family Office & Private Wealth

RSM US LLP; Washington (District of Columbia); Híbrido; USD 126.000 - 253.000; Jornada completa

Descripción de la vacante

RSM US LLP is seeking a seasoned tax professional to serve ultra-high-net-worth families through the Family Office Enterprise practice. You will advise on tax structuring, wealth transfer, and compliance while leading engagements for private clients and multi-generational families.

In this role, you will mentor teams, collaborate with cross-functional specialists, and help grow the practice by delivering exceptional client service, strategic insights, and year-over-year value for clients and the

Formación

• Bachelor’s degree in accounting or business-related field.
• CPA/EA/Attorney license or pre-approved alternative.
• 8+ years in public accounting with private client taxation experience.
• Experience leading client engagements and driving growth.
• Proficient in entity, individual, and fiduciary taxation; multi-state taxation.

Responsabilidades

• Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance.
• Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation; plan and execute client tax engagements exceeding expectations and profitability thresholds.
• Anticipate client needs and collaborate with colleagues in specialty tax areas and cross-line of business to build relationships and growth.

Conocimientos

CPA license / EA / Attorney

Public accounting

Client engagement leadership

Tax knowledge

Strong communication

Educación

Bachelor's degree in accounting

LL.M. in Taxation

Descripción del empleo

RSM US LLP is seeking a seasoned tax professional to serve ultra-high-net-worth families through the Family Office Enterprise practice. You will advise on tax structuring, wealth transfer, and compliance while leading engagements for private clients and multi-generational families.

In this role, you will mentor teams, collaborate with cross-functional specialists, and help grow the practice by delivering exceptional client service, strategic insights, and year-over-year value for clients and the