Tax Partner - Ultra High Net Worth - Real Estate

RSM UK

Multiple Locations
Ultra high net worth clients
Real estate sponsors, owners, investors
Taxation of individuals and entities
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

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 would immediately be integrating into the UHNW national leadership team to develop and learn from high functioning partners in other markets and would immediately be tasked with partnering on some very strategic clients.
  • RSM offers a competitive benefits and compensation package for all our people, with flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Matching 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.

Skills & Requirements

Must-have

  • Ultra High Net Worth clients
  • Real estate sponsors, owners, investors
  • Taxation of individuals and entities
  • Federal and state tax planning
  • Partnership and corporate taxation

Nice-to-have

  • Develop and maintain client relationships
  • Creative approaches to resolve issues
  • Support financial growth efforts

Key Requirements

  • Bachelor's degree in Accounting
  • CPA License or JD required
  • 12+ years' experience with high-net-worth clients
  • Experience reviewing tax returns for wealthy individuals and entities
  • Strong experience with private client services

Work Rights

Not specified

Tailored Resume

Cover Letter