Tax Partner - High Net Worth - Private Client Services at RSM in Tampa/St. Petersburg, Florida

Role Overview

Are you an experienced tax professional with a passion for serving high-net-worth clients? Do you thrive in a dynamic environment where you can leverage your expertise to provide tailored solutions and build lasting relationships? If so, RSM has an exciting opportunity for you to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in Tampa/St. Petersburg, Florida as a Tax Partner.

As a Tax Partner, you will play a crucial role in providing comprehensive tax compliance and consulting services to high-net-worth multi-generational wealthy families and their private businesses and investment entities. You will leverage your deep understanding of taxation to diagnose, develop, and implement effective solutions to address complex client needs. With the support of RSM's extensive resources and collaborative culture, you'll have the opportunity to develop and pursue creative approaches to resolve client issues and contribute to the growth of our practice.

A Day in the Life of a Tax Partner

Here’s a glimpse into what your day might look like:

• Begin your day by reviewing client portfolios and identifying any potential tax planning opportunities or compliance issues.
• Meet with clients to discuss their financial goals and objectives, and provide tailored tax advice to help them achieve their desired outcomes.
• Collaborate with internal teams, including tax managers, senior associates, and other partners, to develop comprehensive tax strategies for clients.
• Oversee the preparation and review of complex tax returns for individuals, trusts, partnerships, and corporations.
• Conduct research on complex tax issues and provide clear and concise explanations to clients and team members.
• Develop and maintain strong client relationships through regular communication and proactive problem-solving.
• Identify and pursue new business opportunities by networking with prospective clients and participating in industry events.
• Mentor and coach junior team members to foster their professional development and growth.
• Stay up-to-date on the latest tax laws and regulations to ensure that clients receive accurate and timely advice.
• Participate in firm-wide initiatives to promote RSM's culture of excellence and innovation.

Why Tampa/St. Petersburg, Florida?

Tampa and St. Petersburg offer a unique blend of vibrant city life and relaxed coastal living. With a thriving economy, diverse cultural scene, and stunning natural beauty, this region provides an exceptional quality of life for professionals and families alike.

Here are just a few reasons why Tampa/St. Petersburg is a great place to live and work:

• Strong Economy: Tampa and St. Petersburg boast a robust and growing economy, with major industries including finance, healthcare, technology, and tourism.
• Affordable Cost of Living: Compared to other major metropolitan areas, Tampa and St. Petersburg offer a relatively affordable cost of living, making it easier to achieve your financial goals.
• Outdoor Recreation: With miles of pristine beaches, beautiful parks, and numerous waterways, Tampa and St. Petersburg provide endless opportunities for outdoor recreation, including swimming, boating, fishing, and hiking.
• Arts and Culture: The region is home to a thriving arts and culture scene, with world-class museums, theaters, and music venues.
• Great Schools: Tampa and St. Petersburg offer a variety of excellent public and private schools, making it an ideal place to raise a family.
• Delicious Cuisine: From fresh seafood to international flavors, Tampa and St. Petersburg offer a diverse culinary scene to satisfy any palate.
• Sunshine Year-Round: Enjoy warm weather and sunshine year-round, allowing you to enjoy outdoor activities throughout the year.

Career Path

At RSM, we are committed to providing our employees with opportunities for growth and advancement. As a Tax Partner, you will have the opportunity to further develop your technical skills, expand your client base, and assume leadership roles within the firm. We offer a structured career path with clear expectations and opportunities for promotion based on performance and contributions.

Here are some potential career paths you can pursue as a Tax Partner at RSM:

• Senior Tax Partner: Lead a team of tax professionals and manage a larger portfolio of clients.
• Managing Director: Oversee the operations of a specific service line or geographic region.
• Regional Tax Leader: Provide strategic leadership and direction for the firm's tax practice in a specific region.
• National Tax Leader: Lead the firm's overall tax practice and contribute to the development of national tax strategies.

Salary and Benefits

RSM offers a competitive salary and benefits package that is designed to attract and retain top talent. The salary range for this position is estimated to be $180,000 - $350,000 per year, depending on experience and qualifications. In addition to a competitive salary, RSM offers a comprehensive benefits package that includes:

• Comprehensive health insurance (medical, dental, vision)
• Paid time off (PTO) and holidays
• Flexible work arrangements
• Retirement savings plan (401k) with company match
• Life insurance and disability coverage
• Professional development opportunities
• Tuition reimbursement
• Employee assistance program (EAP)
• Wellness programs
• Employee referral program
• Opportunities for advancement
• RSM Cares Volunteer Program
• Mentorship programs
• Employee recognition programs

RSM Culture

At RSM, we are committed to creating a culture that is inclusive, collaborative, and supportive. We believe that our employees are our greatest asset, and we are dedicated to providing them with the resources and opportunities they need to thrive. Our core values include:

• Respect: We treat each other with respect and value diverse perspectives.
• Integrity: We conduct ourselves with the highest ethical standards.
• Teamwork: We work together to achieve common goals.
• Excellence: We strive for excellence in everything we do.
• Stewardship: We are responsible stewards of our resources and our community.

How to Apply

If you are a qualified and motivated tax professional who is looking for a challenging and rewarding career, we encourage you to apply for the Tax Partner position at RSM in Tampa/St. Petersburg, Florida. To apply, please submit your resume and cover letter through our online application portal. We look forward to hearing from you!

FAQ

1. What are the key responsibilities of a Tax Partner at RSM?

   The key responsibilities include providing tax compliance and consulting services to high-net-worth clients, developing tax strategies, managing client relationships, and mentoring junior team members.

2. What qualifications are required for this position?

   The required qualifications include a Bachelor's degree in Accounting, a CPA License or JD, and 10+ years of public accounting or family office tax experience.

3. What is the salary range for this position?

   The estimated salary range for this position is $180,000 - $350,000 per year, depending on experience and qualifications.

4. What benefits does RSM offer?

   RSM offers a comprehensive benefits package that includes health insurance, paid time off, retirement savings plan, and professional development opportunities.

5. What is the culture like at RSM?

   RSM has a culture that is inclusive, collaborative, and supportive, with a focus on respect, integrity, teamwork, excellence, and stewardship.

6. Where are the office locations?

   The primary office location for this role is in Tampa, Florida. The secondary office is in St. Petersburg, Florida.

7. What industries are served by RSM?

   Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants.

8. Is travel required for this position?

   Some travel may be required to visit clients or attend industry events.

9. What kind of work-life balance can I expect?

   RSM offers flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

10. How can I learn more about RSM?

    You can visit our website or follow us on social media to learn more about RSM's culture, values, and career opportunities.