UHNW Tax Partner — Estate & Wealth Planning Leader

RSM US LLP; San Francisco (CA); On-site; USD 260,000 - 480,000; Full time

Job summary

RSM US LLP is seeking an experienced Tax Partner to join our Ultra High Net Worth Practice in San Francisco. You will lead client service and growth for the Tax line, directing teams across capabilities and geographies to deliver sophisticated estate and income tax planning and compliance for high-net-worth families and their private businesses.

You will manage engagements, identify opportunities, mentor junior professionals, and maintain strong client relationships while aligning with firm

Qualifications

• 12+ years of tax experience in public accounting
• Active CPA license or equivalent credential
• Experience serving ultra high net worth clients and complex estate planning

Responsibilities

• Lead client service, growth, and leadership for the Tax line of business
• Coordinate across capabilities, geographies, and specialists
• Manage multiple engagements and client portfolios
• Identify tax opportunities and guide teams through complex issues
• Maintain ongoing client relationships and drive growth

Skills

Tax leadership

Client relationship management

Cross-functional collaboration

Project management

Advanced Excel

Strategic tax planning

Education

Bachelor's degree in Accounting

CPA license

Tools

Microsoft Excel

Job description

RSM US LLP is seeking an experienced Tax Partner to join our Ultra High Net Worth Practice in San Francisco. You will lead client service and growth for the Tax line, directing teams across capabilities and geographies to deliver sophisticated estate and income tax planning and compliance for high-net-worth families and their private businesses.

You will manage engagements, identify opportunities, mentor junior professionals, and maintain strong client relationships while aligning with firm