Tax Partner – Family Office
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- responsible for growth and leading tax engagements
- advising on tax matters
- teaming across service line and line of business to deliver innovative solutions
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
- Experience in leading large tax engagements for complex family office / ultra high net worth families
- Must be market facing and invested in growing and developing new relationships
- Successful candidates will possess ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members
- Exceptional client service and communication skills
Benefits
- flexibility in your schedule
- empowering you to balance life’s demands
- maintaining your ability to serve clients
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax consultingcompliance managementtax engagement leadershipfiduciary taxationestate taxationgift taxationfamily investment partnership taxationpublic accountingclient engagement planningstaff supervision
Soft skills
client servicecommunicationrelationship buildingteam collaborationproblem solvingleadershiporganizational skillsexecutioninnovationinvestment in growth
Certifications
CPA LicenseEnrolled AgentJD