Tax Partner - Ultra High Net Worth - Real Estate

RSM US; New York (NY); On-site; USD 120,000 - 250,000; Full time

Job summary

An established industry player is seeking an experienced Tax Partner to join their Ultra High Net Worth Real Estate team. This pivotal role involves providing expert tax planning, consulting, and compliance services to high-net-worth clients, including real estate investors and family offices. The ideal candidate will leverage strong analytical skills and a deep understanding of personal and trust taxation to deliver tailored solutions. You'll collaborate with a high-performing team, driving client engagements and fostering exceptional relationships. This is a unique opportunity to thrive in a supportive environment that values your growth and expertise.

Benefits

Flexible schedule

Competitive benefits package

Professional development opportunities

Qualifications

• 12+ years' experience with high-net-worth clients.
• Experience in review of tax returns for wealthy individuals.

Responsibilities

• Provide federal and state tax planning and compliance services.
• Manage a book of business and support financial growth efforts.

Skills

High-net-worth tax consulting

Analytical skills

Client relationship management

Communication skills

Education

Bachelor's degree in Accounting

CPA License or JD

Master's Degree in Taxation or Law

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.

We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) - Real Estate team. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers. You will work with a variety of clients including management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate. This partner would align to our UHNW practice but work very closely with the real estate team to augment the breath of tax compliance and consulting services for our real estate focused UHNW clients and family offices. You would immediately be integrating into the UHNW national leadership team to develop and learn from high functioning partners in other markets and would immediately be tasked with partnering on some very strategic clients. Candidates must be familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to 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
• CPA License or JD required
• 12+ years' experience in dealing with high-net-worth clients required
• Experience in the review of tax returns for wealthy individuals and family members, their trusts, investment entities, and private businesses. Business investments would be primarily real estate, but could include Private Equity and hedge funds. Exposure to business returns would be a plus, but not required
• Strong experience with private client services (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)
• 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 or large Family Offices
• 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 [emailprotected] .

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.

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