Tax Partner - High Net Worth - Private Client Services

10-15 yrs required

Full-time

No

Summary:

Title: Tax Partner - High Net Worth - Private Client Services
Location: San Francisco
Time Type: Full Time
Requisition ID: JR102543
Experience: 15+ years public accounting or family office tax experience, 10+ years experience dealing with high net worth clients, 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

Job Summary:
RSM, the leading provider of professional services to the middle market globally, is seeking an experienced Tax Partner for their expanding Private Client Services/High Net Worth practice in San Francisco. This role offers the opportunity to work with multi-generational wealthy families and their private businesses and/or investment entities, providing compliance and consulting services.

Key Responsibilities:
- Provide tax consulting services for high net worth clients
- Manage and review tax returns for wealthy family members, trusts, investment entities, and private businesses
- Develop and pursue creative solutions for client tax needs
- Support financial growth efforts and manage a book of business
- Plan client engagements and supervise team staff members
- Communicate complex tax information clearly and effectively

Qualifications:
- Bachelor's degree in Accounting
- CPA License or JD required
- 15+ years public accounting or family office tax experience
- Strong experience with private client services and exposure to various types of businesses
- Ability to manage client relationships and develop new business opportunities
- Strong verbal and written communication skills

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

Benefits:
- Competitive benefits and compensation package
- Personalized, holistic wellbeing programming
- Generous time off policy
- Flexibility in schedule

RSM is an Affirmative Action and Equal Employment Opportunity employer, committed to providing a discrimination-free and harassment-free work environment. Accommodations for applicants with disabilities are available upon request.

Apply today to join our exceptional team at RSM and realize your full potential!

Not specified

Competitive benefits and compensation package, personalized and holistic wellbeing programming, generous time off policy, flexibility in schedule, diversity and inclusion initiatives

Not specified

Taxation, Compliance, Consulting, Analytical Skills, Problem Solving, Tax Returns, Private Client Services, High Net Worth, Wealth Management, Trusts, Estate & Gift Taxation, Charitable Taxation, Flow Through Entities, Partnership Taxation, Corporate Taxation, State & Local Income Tax, Franchise Tax, Multi-State Filers, Business Development, Client Services, Client Relationships, Big 4, National Accounting Firm, Regional Accounting Firm, Local Accounting Firm, Family Office, Private Foundations, Foreign Assets, Investments, Holdings, Affirmative Action, Equal Employment Opportunity, Discrimination, Harassment, Communication, Verbal Communication, Written Communication, Client Service, Client Relationships, New Business Development, Financial Growth, Book of Business, Time Management, Flexibility, Wellbeing, Total Rewards, Benefits, Compensation, Work-Life Balance, Work Schedule, Diversity, Inclusion, Accommodation, Disabilities, Recruitment, Employment, Partnership

Bachelor's degree in Accounting, CPA License, JD, Master's Degree in Taxation, Law Degree

Interested candidates can apply through the company's website or by contacting the HR department.

Qualification and Experience Bachelor's degree in Accounting, CPA License, JD, Master's Degree in Taxation, Law Degree

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