Tax Partner

Min 12 yrs required

Full-time

No

# Tax Partner

RSM is currently seeking an experienced Tax Partner to join their 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.

## Basic Qualifications:

* 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
* 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

## Salary and Benefits

RSM is proud to offer a competitive salary and benefits package for all its 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 .

## Equal Employment Opportunity

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 or send us an email at .

Personalized, Holistic Programming for Physical, Emotional, Financial and Community Wellbeing, Generous Time Off Policy, Flexibility in Schedule, Equal Opportunity and Reasonable Accommodation for People with Disabilities

CPA License, JD, Public Accounting, Family Office Tax Experience, High Net Worth Clients, Tax Consulting, Analytical Skills, Diagnosis, Development and Implementation of Solutions, Review of Tax Returns, Financial Growth Efforts, Management of Book of Business, Client Engagements, Tax Consulting Services, Compliance Projects, Supervise and Review Work of Team Staff Members, Verbal and Written Communication Skills, Client Service and Communication Skills, Ability to Develop and Maintain Outstanding Client Relationships

Bachelor's degree in Accounting with CPA License or JD

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Qualification and Experience Bachelor's degree in Accounting with CPA License or JD

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