Tax Partner - High Net Worth - Private Client Services

RSM

Tampa, FL, USA
On-site
High-net-worth tax consulting
Client engagement planning
Tax consulting services
RSM is seeking an experienced Tax Partner for their Private Client Services division in Tampa, FL. The ideal candidate will have extensive expertise in high-net-worth tax consulting and a strong background in managing client relationships and compliance projects

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

Match Score: 85

RSM is seeking an experienced Tax Partner for their Private Client Services division in Tampa, FL. The ideal candidate will have extensive expertise in high-net-worth tax consulting and a strong background in managing client relationships and compliance projects.

Skills & Requirements

Must-have

  • High-net-worth tax consulting
  • Client engagement planning
  • Tax consulting services
  • Compliance project management
  • Staff supervision and review
  • Client relationship development

Nice-to-have

  • Develop new business relationships
  • Expand services to existing clients
  • Creative approaches to resolve client issues

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 and their trusts, investment entities, and private businesses
  • Strong experience with private client services (personal, trust, estate & gift, charitable taxation)
  • Must be able to support financial growth efforts and manage a book of business
  • 10+ years experience dealing with high-net-worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter