Tax Partner - Ultra High Net Worth - Real Estate

RS Group

Multiple Locations, US
Ultra high net worth clients
Real estate sponsors, owners, investors, developers
High-net-worth tax consulting
This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers

Job Summary

  • This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers.
  • You would immediately be integrating into the UHNW national leadership team to develop and learn from high functioning partners in other markets and would immediately be tasked with partnering on some very strategic clients.
  • At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Matching Summary

This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers.

Skills & Requirements

Must-have

  • Ultra High Net Worth clients
  • Real estate sponsors, owners, investors, developers
  • High-net-worth tax consulting
  • Client engagement planning
  • Tax consulting services
  • Compliance project management

Nice-to-have

  • Develop new business relationships
  • Creative problem-solving
  • Inspiring and empowering environment
  • Flexibility in schedule

Key Requirements

  • Bachelor's degree in Accounting
  • CPA License or JD required
  • 12+ years' experience with high-net-worth clients
  • Experience reviewing tax returns for wealthy individuals and family members
  • Strong experience with private client services
  • Must support financial growth efforts and manage a book of business

Work Rights

Not specified

Tailored Resume

Cover Letter