Tax Partner - Family Office Enterprise

About the role

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. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Affluent families and their family offices

Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across generations, these families – and their corresponding family offices – often oversee complex multi-entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures, succession planning, risk, and reporting requirements.

RSM's Family Office Enterprise practice

RSM's Family Office Enterprise practice serves as a trusted partner, supporting families through their wealth journey. Our practice is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains, including accounting, finance, human resources, operations, tax, technology, risk and philanthropy.

Responsibilities

• Grow and lead tax engagements
• Advising on tax matters
• Team across service line and line of business to deliver innovative solutions addressing complex client needs

Requirements

• Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required
• 12+ years continuous public accounting or family office tax experience
• Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation with exposure to State & Local income (SALT)/Franchise tax for multi-state filers and common international issues
• Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments and closely held business interests
• Market-facing and invested in growing and developing new relationships and expanding services to existing clients
• Ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships

Preferred Qualifications

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

Benefits

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at here.

Contact Information

If you require an accommodation in connection with the application process, please contact us at 800-274-3978 or careers@rsmus.com.