Tax Partner - Family Office Enterprise

12

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 their family offices

Job Summary

  • The role involves leading tax engagements and providing strategic guidance to affluent families and their family offices.
  • Candidates must possess significant experience working with complex multi-entity structures and diverse investment portfolios.
  • RSM offers a competitive benefits package including schedule flexibility to help balance life demands.

Matching Summary

The role involves leading tax engagements and providing strategic guidance to affluent families and their family offices.

Salary

Not specified; Not specified; Competitive benefits and compensation package

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

Nice-to-have

  • Master's Degree in Taxation or Law Degree
  • Big 4 or large national firm experience
  • Exceptional client service and communication skills

Key Requirements

  • CPA License, Enrolled Agent, or JD required
  • 12+ years continuous public accounting or family office tax experience
  • Experience with estate & gift taxation and international issues

Work Rights

Not specified

Tailored Resume

Cover Letter