Not specified; competitive benefits + compensation...
Not specified
12+ years experience with high-net-worth clients
Cpa license or jd required
Real estate tax expertise
RSM is seeking an experienced Tax Partner for their Ultra High Net Worth team, focusing on providing tax planning, consulting, and compliance services to high-net-worth clients involved in real estate and other investments. The ideal candidate will have extensive experience with high-net-worth tax consulting and a strong ability to manage client relationships and compliance projects
Job Summary
This role offers an opportunity to join a high-performing Ultra High Net Worth practice providing federal and state tax planning and compliance services.
The successful candidate will work closely with the real estate team to serve family offices, trusts, and real estate investors.
RSM provides a competitive benefits package, flexible scheduling, and a culture that empowers employees to thrive personally and professionally.
Matching Summary
Match Score: 85
RSM is seeking an experienced Tax Partner for their Ultra High Net Worth team, focusing on providing tax planning, consulting, and compliance services to high-net-worth clients involved in real estate and other investments. The ideal candidate will have extensive experience with high-net-worth tax consulting and a strong ability to manage client relationships and compliance projects.
Salary
Not specified; Competitive benefits and compensation package mentioned
Skills & Requirements
Must-have
12+ years experience with high-net-worth clients
CPA License or JD required
Real estate tax expertise
Trust and partnership taxation
Multi-state SALT tax knowledge
Nice-to-have
Big 4 or large firm experience
Private foundation exposure
Foreign asset reporting knowledge
Business development skills
Family office experience
Key Requirements
Bachelor's degree in Accounting
CPA License or JD
12+ years dealing with high-net-worth clients
Experience reviewing tax returns for wealthy individuals and trusts