Tax Partner - Family Office Enterprise

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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.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.