UHNW Tax Partner: Funds & Wealth Strategy

RSM US LLP; New York (NY); Hybrid; USD 300,000 - 450,000; Full time

Job summary

RSM US LLP seeks an experienced Tax Partner to join our Ultra High Net Worth (UHNW) Fund Executives practice. You will advise founders, sponsors, and family offices on complex tax planning and compliance across business, investment, and personal wealth structures.

The role requires deep technical expertise in high-net-worth taxation, strong client relationships, and the ability to lead multidisciplinary teams delivering tailored solutions.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license or equivalent professional credential.
• Minimum of twelve(12) years of Tax experience in public accounting.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to communicate clearly and professionally with firm personnel and clients.

Responsibilities

• Serve as a senior tax client service leader for complex client needs and firm priorities across tax services.
• Lead teams in delivering tax services across capabilities, geographies, and specialists.
• Manage multiple engagements or client portfolios with governance over quality and timelines.
• Identify technical tax matters and guide teams through complex issues.
• Maintain ongoing client relationships to understand goals and anticipate needs.
• Support growth through pipeline development, client transfers, and cross-firm collaboration.
• Manage profitability, billing, and engagement economics in line with firm standards.
• Apply strong ethics, independence, and professional judgement across all activities.

Skills

Tax planning

Client relationship management

Leadership

Microsoft Excel

Education

Bachelor's degree in Accounting

CPA license

Tools

MS Excel

Job description

RSM US LLP seeks an experienced Tax Partner to join our Ultra High Net Worth (UHNW) Fund Executives practice. You will advise founders, sponsors, and family offices on complex tax planning and compliance across business, investment, and personal wealth structures.

The role requires deep technical expertise in high-net-worth taxation, strong client relationships, and the ability to lead multidisciplinary teams delivering tailored solutions.