Tax Partner – Family Office
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: California, Illinois, New York, Texas • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
SaltStack
About the role
- Responsible for growth and leading tax engagements
- Advising on tax matters and teaming across service line and line of business to deliver innovative solutions to complex needs of clients
Requirements
- Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required
- 12+ years continuous public accounting or family office tax experience
- Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation with exposure to State & Local income (SALT)/Franchise tax for multi-state filers and common international issues
- Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments and closely held business interests
- Must be market facing and invested in growing and developing new relationships and expand services to existing clients
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Benefits
- Flexibility in your schedule
- Competitive benefits and compensation package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax engagementtax advisingfiduciary taxationestate taxationgift taxationSALT taxFranchise taxinternational tax issuespublic accountingfamily office tax experience
Soft skills
client servicecommunication skillsrelationship developmentteam collaborationleadershipproblem-solvinginnovationmarket facingclient relationship managementbusiness development
Certifications
CPA LicenseEnrolled AgentJD