Tax Partner - Family Office | High Net Worth Growth

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

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.

Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across generations, these families – and their corresponding family offices - often oversee complex multi-entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures, succession planning, risk, and reporting requirements.

RSM’s Family Office Enterprise practice serves as a trusted partner, supporting families through their wealth journey. Our practice is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains, including accounting, finance, human resources, operations, tax, technology, risk and philanthropy. As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients.

Basic Qualifications

• Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required
• 12+ years continuous public accounting or family office tax experience
• Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation with exposure to State & Local income (SALT)/Franchise tax for multi-state filers and common international issues
• Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments and closely held business interests
• Must be market facing and invested in growing and developing new relationships and expand services to existing clients
• Successful candidates will possess ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members
• 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 in a family office
  
  

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. For those living in California or applying to a position in California, please click here for additional information.