Tax Partner — Family Office & Wealth Advisory

RSM US LLP; New York (NY); Hybrid; USD 250,000 - 420,000; Full time

Job summary

RSM US LLP is seeking a Family Office Tax Partner to drive growth and lead tax engagements across family offices and multi-generational clients. You will advise on tax matters, deepen client relationships, and build strong teams to deliver innovative solutions for complex needs.

Responsibilities include coordinating across capabilities, managing engagements, and maintaining quality and ethics while aligning with long-term firm value.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license or equivalent credential.
• Minimum of twelve years of tax experience in public accounting.

Responsibilities

• Lead tax engagements for single-family, multi-family, and family office clients.
• Oversee teams delivering tax services across entities, individuals, and estates.
• Manage multiple engagements with profitability, billing, and client service.
• Identify tax opportunities early and guide complex issues with specialists.
• Maintain ongoing client relationships and pipeline development.

Skills

Tax leadership

Client relations

Public accounting

Education

Bachelor's degree in Accounting

CPA license or equivalent credential

Tools

Microsoft Excel

Job description

RSM US LLP is seeking a Family Office Tax Partner to drive growth and lead tax engagements across family offices and multi-generational clients. You will advise on tax matters, deepen client relationships, and build strong teams to deliver innovative solutions for complex needs.

Responsibilities include coordinating across capabilities, managing engagements, and maintaining quality and ethics while aligning with long-term firm value.