Tax Partner - Family Office - High Net Worth
Tax Partner - Family Office - High Net Worth
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
RSM iscurrentlyseeking an experiencedTax Partner to join our family office/high net worth tax role provides an opportunity to join a high performingpractice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multigenerational wealthy families and their private businesses and/or investment entitiesand 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 youll have the opportunity to develop and pursue creative approaches to resolve client issues.
Basic Qualifications:
Bachelors degree in Accounting with CPA License or JD required
12years continuouspublic 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 multistate 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 ability to plan client engagements provide tax consulting services manage compliance projects supervise and review 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.
Preferred Qualifications:
Masters 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
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past current or prospective service in the US uniformed service; US Military/Veteran status; predisposing genetic characteristics or any other characteristic protected under applicable federal state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application interview or otherwise participate in the recruiting process please call us ator send us an email at .
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law including but not limited to the California Fair Chance Act the Los Angeles Fair Chance Initiative for Hiring Ordinance the Los Angeles County Fair Chance Ordinance for Employers and the San Francisco Fair Chance Ordinance. For additional information regarding RSMs background check process including information about job duties that necessitate the use of one or more types of background checks click here.
Employment Type
Full-Time
