Tax Partner - High Net Worth - Private Client Services
RSM UK
Tampa, FL, United States
High net worth tax consulting
Private client services expertise
Taxation of multi-generational families
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential
Job Summary
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
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.
At RSM, we offer a competitive benefits and compensation package for all our people.
Matching Summary
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
Skills & Requirements
Must-have
High Net Worth tax consulting
Private Client Services expertise
Taxation of multi-generational families
Taxation of private businesses
Taxation of investment entities
Develop and pursue creative approaches
Nice-to-have
Exceptional client service skills
Develop new business relationships
Expand services to existing clients
Flexibility in schedule
Key Requirements
Bachelor's degree in Accounting
CPA License or JD required
10+ years public accounting or family office tax experience
Experience in review of tax returns for wealthy family members