UHNW Tax Partner, Funds & Family Offices

RSM US LLP; Chicago (IL); On-site; USD 350,000 - 550,000; Full time

Job summary

RSM US LLP is seeking an experienced Tax Partner to lead the UHNW Fund Executives practice. You will advise founders, sponsors, investors, and family offices on complex high-net-worth tax planning and compliance, while guiding multidisciplinary teams and driving client value.

The role emphasizes client service leadership, growth, and the development of teams across capabilities, markets, and geographies to deliver tailored tax solutions for sophisticated investors and real estate funds.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license or equivalent professional credential in state of residence or primary office.
• Minimum of twelve (12) years of Tax experience in public accounting with middle-market clients.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to meet client service, quality, and performance expectations within deadlines.
• Ability to communicate clearly, professionally with firm personnel and clients.
• Effective project management skills, multiple priorities and deadlines.
• Willingness to work onsite and travel to client sites as required.
• Flexibility to work extended/non-standard hours during peak periods.

Responsibilities

• Serve as a senior tax client service leader or capability leader for complex client needs.
• Advise ultra high net worth clients on tax planning, compliance, wealth transfer, and charitable planning.
• Lead teams to deliver integrated tax services across capabilities and geographies.
• Manage multiple engagements, monitor status, resources, and client expectations.
• Identify technical tax matters and guide teams through complex issues.
• Develop ongoing client relationships and connect clients with firm experts.
• Support growth through pipeline development and cross-firm collaboration.
• Oversee profitability, billing, and engagement economics with discipline.
• Apply ethics, risk management, and professional judgment to activities.
• Coach and develop teams, building depth and future leaders.

Skills

CPA license

Excel proficiency

Client relationship skills

Analytical capabilities

Business development

Project management

Communication

Leadership

Education

Bachelor's degree in Accounting

CPA license or equivalent credential

JD in Taxation (preferred)

Tools

Microsoft Excel

Job description

RSM US LLP is seeking an experienced Tax Partner to lead the UHNW Fund Executives practice. You will advise founders, sponsors, investors, and family offices on complex high-net-worth tax planning and compliance, while guiding multidisciplinary teams and driving client value.

The role emphasizes client service leadership, growth, and the development of teams across capabilities, markets, and geographies to deliver tailored tax solutions for sophisticated investors and real estate funds.