Tax Partner - Family Office Enterprise at RSM

Role Overview

As a Tax Partner in RSM’s Family Office Enterprise practice, you will play a critical role in providing comprehensive tax services to affluent families and their family offices. These families face complex challenges in managing their wealth, and you will be their trusted advisor, guiding them through intricate tax matters and helping them achieve their financial goals. You will lead tax engagements, develop client relationships, and contribute to the growth of the practice. Your expertise in individual, fiduciary, partnership, estate & gift taxation, as well as SALT and international tax, will be essential in delivering innovative solutions to meet our clients' needs.

A Day in the Life

Your day might include:

• Meeting with clients to discuss their tax planning needs and goals.
• Reviewing complex tax returns and financial statements.
• Researching tax law changes and regulations.
• Developing tax strategies to minimize tax liabilities.
• Managing and mentoring tax staff.
• Attending industry events to network and build relationships.
• Collaborating with other RSM professionals to provide comprehensive services.
• Preparing proposals for new business opportunities.
• Presenting tax planning strategies to clients.

Why [Location]?

RSM has a significant presence in [Location], with a strong commitment to serving the middle market. This location offers a vibrant business environment and a high concentration of affluent families and family offices. The opportunity to build and expand RSM's Family Office Enterprise practice in this market is substantial. Furthermore, [Location] offers a high quality of life, with access to cultural attractions, recreational activities, and excellent schools.

Career Path

At RSM, we are committed to your professional growth. As a Tax Partner, you will have the opportunity to advance your career through various avenues:

• Firm Leadership: Contribute to the firm's strategic direction by participating in leadership roles and committees.
• Practice Development: Expand the Family Office Enterprise practice by developing new service offerings and building client relationships.
• Technical Expertise: Continue to deepen your expertise in complex tax matters through ongoing training and development.
• Mentorship: Mentor and develop junior staff, shaping the next generation of tax professionals.
• Client Portfolio Growth: Expand your portfolio of family office clients by leveraging RSM's resources and network.

Salary & Benefits

RSM offers a competitive salary and benefits package that reflects the value we place on our people. The estimated salary range for this position is $220,000 to $450,000 annually. Our comprehensive benefits package includes:

• Medical, dental, and vision insurance
• Paid time off and holidays
• 401(k) plan with company match
• Life and disability insurance
• Flexible spending accounts
• Health savings accounts
• Employee assistance program
• Professional development opportunities
• Tuition reimbursement
• Wellness programs

RSM Culture

At RSM, we pride ourselves on our exceptional culture and talent experience. We foster an environment that inspires and empowers you to thrive both personally and professionally. We believe that our people are our greatest asset, and we are committed to providing them with the resources and support they need to succeed. 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 collaborate to achieve common goals.
• Excellence: We strive for excellence in everything we do.
• Stewardship: We are responsible stewards of our resources and reputation.

How to Apply

If you are a highly motivated tax professional with a passion for serving family office clients, we encourage you to apply. To apply for this position, 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 in the Family Office Enterprise practice?

   The Tax Partner is responsible for leading tax engagements, advising clients on complex tax matters, developing client relationships, managing and mentoring tax staff, and contributing to the growth of the practice.

2. What qualifications are required for this position?

   A Bachelor's degree in Accounting, a CPA License, Enrolled Agent or JD, and 12+ years of public accounting or family office tax experience are required. Experience with individual, fiduciary, partnership, estate & gift taxation, as well as SALT and international tax is also essential.

3. What is the career path for a Tax Partner at RSM?

   As a Tax Partner, you will have the opportunity to advance your career through various avenues, including firm leadership, practice development, technical expertise, mentorship, and client portfolio growth.

4. What is the salary range for this position?

   The estimated salary range for this position is $220,000 to $450,000 annually.

5. What benefits does RSM offer?

   RSM offers a comprehensive benefits package that includes medical, dental, and vision insurance, paid time off, a 401(k) plan with company match, life and disability insurance, flexible spending accounts, and more.

6. What is the culture like at RSM?

   At RSM, we pride ourselves on our exceptional culture and talent experience. We foster an environment that inspires and empowers you to thrive both personally and professionally. Our core values include respect, integrity, teamwork, excellence, and stewardship.

7. How can I apply for this position?

   To apply for this position, please submit your resume and cover letter through our online application portal.

8. What type of clients will I be working with?

   You'll be working with affluent families and their family offices, who have complex multi-entity structures and diverse investment portfolios.

9. What kind of experience is helpful to have?

   Experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation is essential.

10. Is experience with international tax important?

    Experience with common international issues is highly desirable, as family offices often have international holdings.