We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers. You will work with a variety of clients including management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate.
This partner would align to our UHNW practice and work closely with the real estate team to augment the breath of tax compliance and consulting services for our real estate focused UHNW clients and family offices. You would immediately be integrating into the UHNW national leadership team to develop and learn from high functioning partners in other markets and would immediately be tasked with partnering on some very strategic clients. Candidates must be familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.
Basic Qualifications:- 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. Business investments would be primarily real estate, but could include Private Equity and hedge funds. Exposure to business returns would be a plus, but not required
- 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
- Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners
- 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.
Preferred Qualifications:- Master's Degree in Taxation or Law Degree
- Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices
- Experience working with Private Foundations
- Exposure to reporting and filings related to foreign assets, investments and holdings
- Proven ability to develop new business relationships and expand services to existing clients
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
