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Tax Partner - Global Family Office Enterprise

RSM US LLPBurbank, California, United States …FULL-TIME
Posted 1 month ago
International TaxPrivate ClientIndirect / VATState & Local Tax
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Role description

From the employer

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 around the world 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 Global Family Enterprise (GFE) manages the international needs of both U. S. and non-U.

S. based family enterprises and 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.

As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients.

###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 Must be market facing and invested in growing and developing new relationships and expand services to existing clients Successful candidates will possess 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 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. 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.

###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.

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 for additional information. Not ready to apply yet?

Join our Talent Community Why do we work at RSM? It just feels good here. We foster an environment of camaraderie, collaboration and learning—one in which you can be your authentic self and feel seen and supported by leaders and colleagues as you pursue your personal and professional best.

Expanding our team with dedicated teammates, values-driven individuals and diverse thinkers results in better work—and a great work experience. Our clients benefit from fresh insights and energy as we partner to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.

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