Tax Partner - Ultra High Net Worth

RSM UK

Not specified; not specified; competitive benefits...
12+ years high-net-worth tax experience
Cpa license or jd required
Real estate investment taxation expertise
This role offers an opportunity to join a high-performing practice providing federal and state tax planning and compliance services to ultra high net worth clients

Job Summary

  • This role offers an opportunity to join a high-performing practice providing federal and state tax planning and compliance services to ultra high net worth clients.
  • The successful candidate will integrate into the UHNW national leadership team to develop strategic solutions for real estate focused clients and family offices.
  • RSM offers a competitive benefits package including schedule flexibility to help employees balance life's demands while serving clients.

Matching Summary

Match Score: 75

This role offers an opportunity to join a high-performing practice providing federal and state tax planning and compliance services to ultra high net worth clients.

Salary

Not specified; Not specified; Competitive benefits and compensation package

Skills & Requirements

Must-have

  • 12+ years high-net-worth tax experience
  • CPA License or JD required
  • Real estate investment taxation expertise
  • Trust and family partnership taxation
  • Multi-state SALT and franchise tax knowledge

Nice-to-have

  • Experience with Private Equity and hedge funds
  • Exposure to foreign asset reporting
  • Big 4 or large firm background
  • Private foundation experience
  • Proven new business development skills

Key Requirements

  • Bachelor's degree in Accounting
  • CPA License or JD required
  • 12+ years dealing with high-net-worth clients
  • Experience reviewing tax returns for wealthy individuals and trusts
  • Strong verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter