Position: Tax Partner – Family Office – High Net Worth
About: RSM is currently seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. Candidates must be familiar with tax consulting for family office/high net worth clients and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues.
Requirements: Bachelor’s degree in Accounting with CPA License or JD required; 12+ years continuous public accounting or family office tax experience; Strong experience with high net worth clients (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; Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants. Exposure to business returns would be a plus but not required; Must be able to support financial growth efforts and manage a book of business; Successful candidates will possess the ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review the 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.
Benefits: Competitive benefits and compensation package, Flexible work schedule for better work-life balance, Total rewards package available, Equal opportunity employer, Reasonable accommodation for applicants with disabilities
