Tax Partner - High Net Worth - Private Client Services

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.

We have an exciting opportunity for an experienced Tax Partner to join our

expanding Private Client Services (PCS) / High Net Worth (HNW) practice in

multiple locations.  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.

Candidates must be familiar with high-net-worth tax consulting and possess the

analytical skills necessary for the effective diagnosis, development and

implementation of solutions to clients' tax needs. With the support of the firm,

you'll have the opportunity to develop and pursue creative approaches to resolve

client issues.

Basic Qualifications

• Bachelor's degree in Accounting

• CPA License or JD required

• 10+ years public accounting or family office tax experience

• 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

• 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)

• 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.

• 10+ years' experience in dealing with high-net-worth clients required

Preferred 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

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

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

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; 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;

pre-disposing 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 at 800-274-3978 or send us an email at careers@rsmus.com

[careers@rsmus.com].

RSM will consider for employment qualified applicants with arrest or conviction

records. For those living in California or applying to a position in California,

please click here

[https://rsmus.com/content/dam/rsm/careers/pdf/rsmus_pre-employment-background_checks.pdf]

for additional information.