RSM is seeking an experienced Tax Partner for its Global Family Office Enterprise, responsible for leading tax engagements and providing strategic guidance to affluent families and family offices. The ideal candidate should possess over 12 years of public accounting or family office tax experience and demonstrate exceptional client service skills
Job Summary
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.
You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Matching Summary
Match Score: 85
RSM is seeking an experienced Tax Partner for its Global Family Office Enterprise, responsible for leading tax engagements and providing strategic guidance to affluent families and family offices. The ideal candidate should possess over 12 years of public accounting or family office tax experience and demonstrate exceptional client service skills.
Skills & Requirements
Must-have
advising on tax matters
leading tax engagements
client service and communication skills
market facing and relationship development
Nice-to-have
collaborative model
innovative solutions
empowering environment
Key Requirements
Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD
12+ years continuous public accounting or family office tax experience
Significant experience with family offices on individual, fiduciary, family investment partnership, estate & gift taxation
Experience leading large tax engagements for complex family office / ultra high net worth families