Federal Tax Partner - Family Office
RSM US · New York, United States · 1mo ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Affluent families around the world 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 Global Family Enterprise (GFE) manages the international needs of both U.S. and non-U.S. based family enterprises and 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 careers@rsmus.com.
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