Tax Partner - Family Office Enterprise

RSM UK

Not specified; competitive benefits + compensation...
12+ years public accounting or family office tax experience
Bachelor's degree in accounting with cpa license
Experience with multi-state filers and salt/franchise tax
RSM serves as a trusted partner to affluent families and family offices navigating complex wealth management challenges

Job Summary

  • RSM serves as a trusted partner to affluent families and family offices navigating complex wealth management challenges.
  • The role requires leading tax engagements for complex structures involving multi-entity ownership and diverse investment portfolios.
  • Candidates will benefit from a competitive compensation package and flexible scheduling designed to balance life demands.

Matching Summary

Match Score: 85

RSM serves as a trusted partner to affluent families and family offices navigating complex wealth management challenges.

Salary

Not specified; Competitive benefits and compensation package; Flexible schedule offered

Skills & Requirements

Must-have

  • 12+ years public accounting or family office tax experience
  • Bachelor's degree in Accounting with CPA License
  • Experience with multi-state filers and SALT/Franchise tax
  • Leading large tax engagements for ultra high net worth families
  • Market facing relationship growth capability

Nice-to-have

  • Master's Degree in Taxation or Law Degree
  • Big 4 or large national firm background
  • Direct family office experience
  • Collaborative cross-functional service delivery
  • Strategic advisory for succession planning

Key Requirements

  • CPA License, Enrolled Agent, or JD required
  • 12+ years continuous tax experience
  • Experience with fiduciary and estate taxation
  • Proven ability to grow new client relationships

Work Rights

Not specified

Tailored Resume

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