Tax Partner - High Net Worth - Private Client Services

About the role

We are seeking an experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in multiple locations. The role provides an opportunity to leverage 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.

Responsibilities

• 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.
• Diagnose, develop, and implement solutions to clients' tax needs.
• 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, and work closely with clients as well as internal managers and partners.
• Communicate complex information and tax law effectively and develop and maintain outstanding client relationships.

Requirements

• Bachelor's degree in Accounting
• CPA License or JD required
• 10+ years public accounting or family office tax experience
• Familiarity with high-net-worth tax consulting and analytical skills
• Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses
• Exposure to business returns is a plus, but not required
• Strong experience with private client services (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)
• Ability 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 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
• 10+ years' experience in dealing with high-net-worth clients required

Qualifications

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

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills

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 https://rsmus.com/careers/working-at-rsm/benefits.