Tax Partner - Global Family Office Enterprise

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.

Basic Qualifications

• 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

• 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

[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.