Tax Partner - Family Office - High Net Worth

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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.

RSM is currently seeking an experienced Tax Partner to join our family office / high net worth tax practice. 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, and family offices.

Candidates must be familiar tax consulting for family office / high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the 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 with CPA License or JD required

12+ years continuous public accounting or family office tax experience

Strong experience with high net worth clients (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)

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

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.

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 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 support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.

RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.

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

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals.

• We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and / or gender expression); 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; 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 .