Tax Partner - Family Office - High Net Worth

RSM US LLP

239d

About The Position

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 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 including personal taxation, trust taxation, estate & gift taxation, and charitable taxation.
• Experience in reviewing tax returns for wealthy family members and their trusts.
• Ability to articulate complex information and tax law.
• Strong verbal and written communication skills.

Nice To Haves

• Master's Degree in Taxation or Law Degree.
• Experience working for a Big 4 or large national, regional or local accounting firm.
• 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.

Responsibilities

• Provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses.
• Support financial growth efforts and manage a book of business.
• Plan client engagements and provide tax consulting services.
• Manage compliance projects and supervise the work of team staff members.
• Work closely with clients as well as internal managers and partners.
• Review tax returns for wealthy family members and their trusts, investment entities, and private businesses.

Benefits

• Competitive benefits and compensation package.
• Flexibility in your schedule to balance life’s demands.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees