Tax Partner

RSM is seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides an opportunity to utilize 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.

• Provide tax consulting services to high net worth clients, including 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
• Review tax returns for wealthy family members and their trusts, investment entities, and private businesses
• Support financial growth efforts and manage a book of business
• 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
• Articulate complex information and tax law through strong verbal and written communication skills

• 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
• Ability 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

• 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

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all 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 (including gender identity and/or gender expression); 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; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.