RSM is seeking a Tax Partner for their Family Office Enterprise practice, responsible for advising affluent families on complex tax matters and leading tax engagements. The ideal candidate will have extensive public accounting experience, particularly with family offices, and possess strong client relationship skills
Job Summary
Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth.
As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients.
RSM offers a competitive benefits and compensation package for all our people, with flexibility in your schedule.
Matching Summary
Match Score: 85
RSM is seeking a Tax Partner for their Family Office Enterprise practice, responsible for advising affluent families on complex tax matters and leading tax engagements. The ideal candidate will have extensive public accounting experience, particularly with family offices, and possess strong client relationship skills.
Skills & Requirements
Must-have
leading tax engagements
advising on tax matters
market facing and invested in growing
client service and communication skills
Nice-to-have
collaborative model
innovative solutions
thrive both personally and professionally
Key Requirements
Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required
12+ years continuous public accounting or family office tax experience
Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation
Experience in leading large tax engagements for complex family office / ultra high net worth families
Ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members