Tax Partner – Ultra High Net Worth, Real Estate
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois, New York • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
SaltStack
About the role
- Join a high-performing practice providing federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients
- Work with management companies, joint ventures, family partnerships, individuals, trusts, and other real estate owners and operators
- Integrate into the UHNW national leadership team and work closely with the real estate team
Requirements
- Bachelor's degree in Accounting
- CPA License or JD required
- 12+ years’ experience in dealing with high-net-worth clients required
- Experience in the review of tax returns for wealthy individuals and family members, their trusts, investment entities, and private businesses.
- Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
- Must be able to support financial growth efforts and manage a book of business
- Strong verbal and written communication skills with the ability to articulate complex information and tax law
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningtax consultingtax compliancereview of tax returnspersonal taxationtrust taxationestate taxationgift taxationcharitable taxationpartnership taxation
Soft skills
communication skillsclient servicerelationship managementarticulation of complex informationfinancial growth support
Certifications
Bachelor's degree in AccountingCPA LicenseJD