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
- 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

**Salary and Benefits:**

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.

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.

The successful candidate will receive a competitive salary and benefits package, and have the opportunity to develop and pursue creative approaches to resolve client issues.

**Qualifications and Experience:**

- 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

Personalized, Holistic Programming for Physical, Emotional, Financial and Community Wellbeing, Generous Time Off Policy, Flexibility in Schedule

CPA License, Public Accounting, Family Office Tax Experience, Tax Consulting, Analytical Skills, Diagnosis, Development, Implementation of Solutions, Review of Tax Returns, Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants, Financial Growth, Business 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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