Tax Partner, HNW Private Clients — Growth Leader

RSM US LLP; San Francisco (CA); On-site; USD 170,000 - 300,000; Full time

Benefits offered by this job

Competitive benefits and compensation package

Flexible schedule

Career development opportunities

Job summary

A leading professional services firm in San Francisco is seeking an experienced Tax Partner specializing in high net worth private client services. This role involves providing comprehensive tax consulting and compliance services to affluent families and their businesses. Candidates should have over 15 years of experience, a strong understanding of tax regulations, and exceptional client relationship skills. The ideal applicant will also possess communication skills to articulate complex information effectively.

Qualifications

• 15+ years of public accounting or family office tax experience.
• Experience in tax returns for wealthy families and trusts.
• Strong experience with personal taxation and estate taxation.

Responsibilities

• Provide compliance and consulting services to high net worth families.
• Manage client engagements and supervise staff members.
• Develop solutions for clients' tax needs.

Skills

High net worth tax consulting

Analytical skills

Client engagement planning

Verbal and written communication

Client service relationships

Education

Bachelor's degree in Accounting

CPA License or JD

Job description

A leading professional services firm in San Francisco is seeking an experienced Tax Partner specializing in high net worth private client services. This role involves providing comprehensive tax consulting and compliance services to affluent families and their businesses. Candidates should have over 15 years of experience, a strong understanding of tax regulations, and exceptional client relationship skills. The ideal applicant will also possess communication skills to articulate complex information effectively.