Real estate sponsors, owners, investors, and developers
RSM is seeking a seasoned Tax Partner to join their Ultra High Net Worth (UHNW) Real Estate team, focusing on providing comprehensive tax planning and consulting services to high-net-worth clients. The ideal candidate will have extensive experience in tax consulting, particularly for wealthy individuals and real estate investments, and possess strong client relationship skills
Job Summary
This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers.
You will work with a variety of clients including management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate.
You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
Matching Summary
Match Score: 85
RSM is seeking a seasoned Tax Partner to join their Ultra High Net Worth (UHNW) Real Estate team, focusing on providing comprehensive tax planning and consulting services to high-net-worth clients. The ideal candidate will have extensive experience in tax consulting, particularly for wealthy individuals and real estate investments, and possess strong client relationship skills.
Skills & Requirements
Must-have
federal and state tax planning
high-net-worth clients
real estate sponsors, owners, investors, and developers
private client services
flow through entities and partnership taxation
Nice-to-have
develop and pursue creative approaches
develop new business relationships
support financial growth efforts
develop and maintain outstanding client relationships
Key Requirements
Bachelor's degree in Accounting
CPA License or JD required
12+ years’ experience in dealing with high-net-worth clients
Experience in the review of tax returns for wealthy individuals and family members