Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across generations, these families - and their corresponding family offices - often oversee complex multi-entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures, succession planning, risk, and reporting requirements.
RSM's Family Office Enterprise practice serves as a trusted partner, supporting families through their wealth journey. Our practice is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains, including accounting, finance, human resources, operations, tax, technology, risk and philanthropy. As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients.
Basic Qualifications:- 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
- 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 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
- Experience working in a family office
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.
