Tax Partner - Family Office Enterprise

RSM US LLP; Chicago (IL); On-site; USD 200,000 - 600,000; Full time

Benefits offered by this job

Competitive benefits and compensation package

Flexible scheduling options

Job summary

Join a leading professional services firm as a Tax Partner specializing in family office and high net worth clients. This pivotal role requires extensive experience in tax compliance and consulting, supporting multi-generational wealthy families. You will leverage your analytical skills and client service expertise in a supportive environment that values your professional growth.

Qualifications

• 12+ years of public accounting or family office tax experience.
• Experience with high net worth clients across various tax types.
• Ability to manage and supervise staff effectively.

Responsibilities

• Provide compliance and consulting services to high net worth clients.
• Manage client engagements and compliance projects.
• Develop and maintain outstanding client relationships.

Skills

Analytical skills

Client service skills

Communication skills

Education

Bachelor's degree in Accounting

CPA License or JD

Master's Degree in Taxation or Law Degree

Job description

Tax Partner - Family Office - High Net Worth

Join to apply for the Tax Partner - Family Office - High Net Worth role at RSM US LLP

Tax Partner - Family Office - High Net Worth

2 days ago Be among the first 25 applicants

Join to apply for the Tax Partner - Family Office - High Net Worth role at RSM US LLP

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, 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 provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.

Candidates must be familiar tax consulting for family office/high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.

Basic Qualifications

• Bachelor's degree in Accounting with CPA License or JD required
• 12+ years continuous public accounting or family office tax experience
• Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
• Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required
• Must be able to support financial growth efforts and manage a book of business
• Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
• Strong verbal and written communication skills with the ability to articulate complex information and tax law
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
  
  

Preferred Qualifications

• Master's Degree in Taxation or Law Degree
• Experience working for a Big 4 or large national, regional or local accounting firm
• Experience working with Private Foundations
• Exposure to reporting and filings related to foreign assets, investments and holdings
• Proven ability to develop new business relationships and expand services to existing clients
  
  

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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