Tax Partner - Global Family Office Enterprise

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Not specified; not specified; competitive benefits...
12+ years public accounting or family office tax experience
Bachelor's degree in accounting with cpa license
Experience with multi-state filers and salt/franchise tax
The role involves leading tax engagements and providing strategic guidance to affluent families and global family enterprises managing complex multi-entity structures

Job Summary

  • The role involves leading tax engagements and providing strategic guidance to affluent families and global family enterprises managing complex multi-entity structures.
  • Candidates must possess exceptional client service skills to develop outstanding relationships and expand services to existing clients within the Global Family Enterprise practice.
  • RSM offers a competitive benefits package with schedule flexibility to help employees balance life's demands while serving clients.

Matching Summary

The role involves leading tax engagements and providing strategic guidance to affluent families and global family enterprises managing complex multi-entity structures.

Salary

Not specified; Not specified; Competitive benefits and compensation package offered

Skills & Requirements

Must-have

  • 12+ years public accounting or family office tax experience
  • Bachelor's degree in Accounting with CPA License
  • Experience with multi-state filers and SALT/Franchise tax
  • Leading large tax engagements for ultra high net worth families
  • Market facing ability to grow new client relationships

Nice-to-have

  • Master's Degree in Taxation or Law Degree
  • Big 4 or large national accounting firm background
  • Experience working directly in a family office environment
  • Collaborative model across functional domains
  • Ability to balance life demands with client service

Key Requirements

  • CPA License, Enrolled Agent, or JD required
  • 12+ years continuous public accounting or family office tax experience
  • Experience with fiduciary, estate, and gift taxation
  • Experience with State & Local income (SALT) tax for multi-state filers
  • International tax issues exposure

Work Rights

Not specified

Tailored Resume

Cover Letter