RSM US

Tax Partner - Family Office - High Net Worth

RSM US

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a seasoned tax professional with a passion for working with high net worth individuals and family offices? Look no further, because RSM US is seeking a talented Tax Partner to join our growing team! As a Tax Partner, you will have the opportunity to lead and develop our tax practice, providing strategic tax planning and compliance services to our prestigious clientele. With a focus on building strong client relationships and delivering exceptional service, this role is perfect for someone who thrives in a dynamic and fast-paced environment. We are looking for a driven, highly experienced individual with a deep understanding of tax laws and regulations, and a track record of success in serving high net worth individuals and family offices. If this sounds like you, we invite you to apply and take your career to the next level with RSM US.

  1. Develop and lead the tax practice for RSM US, ensuring high-quality and efficient services to our high net worth individual and family office clients.
  2. Provide strategic tax planning and compliance services to clients, utilizing your extensive knowledge of tax laws and regulations.
  3. Build and maintain strong relationships with clients, acting as their trusted advisor and delivering exceptional service.
  4. Serve as a mentor and coach to junior tax professionals, providing guidance and support in their career development.
  5. Collaborate with other departments and teams within RSM US to identify cross-selling opportunities and enhance overall client experience.
  6. Stay updated on current tax laws and regulations, and proactively communicate any changes or updates to clients.
  7. Manage a portfolio of clients and ensure timely completion of all tax-related projects.
  8. Take a proactive approach in identifying potential tax savings opportunities for clients and providing recommendations.
  9. Represent RSM US and its tax practice in industry events and conferences, networking with potential clients and promoting our services.
  10. Contribute to the growth of RSM US by participating in business development activities and helping to acquire new clients.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Extensive Experience In Taxation: A Tax Partner At Rsm Us Must Have A Strong Background In Tax Law And Regulations, With At Least 10 Years Of Experience In Tax Planning And Compliance For High Net Worth Individuals And Family Offices.

  • Knowledge Of Family Office Structures: The Ideal Candidate Should Have A Deep Understanding Of Family Office Structures And The Unique Tax Issues That Arise In These Environments. This Includes Knowledge Of Trust And Estate Planning, Gift And Wealth Transfer Strategies, And Multi-Generational Tax Planning.

  • Leadership And Client Management Skills: As A Tax Partner, You Will Be Responsible For Managing A Team Of Tax Professionals And Maintaining Relationships With High Net Worth Clients. Strong Leadership And Client Management Skills Are Essential For Success In This Role.

  • Industry Expertise: Rsm Us Works With Clients From A Variety Of Industries, Including Real Estate, Healthcare, And Professional Services. A Tax Partner Should Have Expertise In At Least One Of These Industries, As Well As A General Understanding Of Others.

  • Cpa Or Jd Designation: A Cpa Or Jd Designation Is A Must-Have For A Tax Partner At Rsm Us. This Ensures That The Candidate Has The Necessary Technical Knowledge And Professional Credibility To Advise High Net Worth Clients On Complex Tax Matters.

Required Skills
  • Financial Analysis

  • Business Development

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Strategic consulting

  • Estate Planning

  • Trust Administration

  • Tax Planning

  • Tax Compliance

  • Investment Strategies

  • Asset

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Tax Partner - Family Office - High Net Worth is $150,000-$300,000 per year. However, this can vary greatly depending on factors such as location, experience, and the specific company or family office. Some high net worth families may offer significantly higher salaries to attract top talent and expertise in tax planning and management. Additionally, bonuses and other benefits may also be included in the compensation package for this role.

Additional Information
RSM US is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 24th, 2025
Apply BeforeJune 23rd, 2025
This job posting is from a verified source. 

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About RSM US

RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States and Canada and is a member of the global accounting network RSM International.

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