Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now!
RSM
Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now!
Job Description
Tax Partner – Global Family Office Enterprise at RSM
About RSM
RSM is a leading provider of professional services to the middle market, globally. We instill confidence in a world of change, empowering clients and people to realize their full potential. At RSM, you’ll find an environment that inspires and empowers you to thrive both personally and professionally.
The Opportunity: Tax Partner in Global Family Enterprise
RSM’s Global Family Enterprise (GFE) practice manages the international needs of both U.S. and non-U.S. based family enterprises, serving as a trusted partner in their wealth journey. As a Tax Partner, you will be responsible for growth, leading tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions to our clients. This role is available in Los Angeles, Chicago, San Francisco, Dallas, New York, Miami, and Boston.
Role Overview
As a Tax Partner within RSM's Global Family Enterprise practice, you will play a critical role in advising and serving ultra-high-net-worth families and their family offices. You will be responsible for providing comprehensive tax planning, compliance, and consulting services, ensuring that these families effectively manage their wealth and navigate complex tax regulations. Your expertise will be instrumental in helping clients achieve their financial goals while minimizing tax liabilities. This position requires a deep understanding of individual, fiduciary, partnership, estate, and gift taxation, as well as experience with international tax matters and multi-state tax filings.
A Day in the Life
A typical day for a Tax Partner in the Global Family Enterprise at RSM might involve:
- Meeting with clients to discuss their tax planning needs and objectives.
- Reviewing complex tax returns for high-net-worth individuals, trusts, and estates.
- Providing tax consulting services on various issues, such as estate planning, gift tax strategies, and international tax compliance.
- Collaborating with other RSM professionals to deliver integrated solutions to clients.
- Developing new business opportunities by networking and building relationships with potential clients.
- Mentoring and training tax staff.
- Staying updated on the latest tax laws and regulations.
Why These Locations?
The locations for this position (Los Angeles, Chicago, San Francisco, Dallas, New York, Miami, and Boston) are strategic hubs for affluent families and their family offices. These cities boast significant concentrations of wealth and a thriving ecosystem of financial services professionals. By having a strong presence in these key markets, RSM can effectively serve the unique needs of its Global Family Enterprise clients and capitalize on growth opportunities.
Career Path
The Tax Partner role offers a clear career path for ambitious professionals. Starting as a Tax Partner, individuals can progress to Senior Tax Partner, Managing Director, and even leadership positions within the firm. RSM provides ongoing training and development opportunities to help its employees advance their careers and reach their full potential. The firm also encourages its partners to participate in business development activities, which can lead to increased earnings and recognition.
Salary & Benefits
RSM offers a competitive compensation and benefits package for its Tax Partners. The salary for this position will vary depending on experience, location, and other factors. In addition to a base salary, partners are also eligible for performance-based bonuses and equity ownership in the firm. RSM's benefits package includes medical, dental, and vision insurance, a 401(k) plan with company match, paid time off, and other perks.
RSM Culture
RSM fosters a culture of collaboration, innovation, and excellence. The firm is committed to creating a diverse and inclusive workplace where all employees feel valued and respected. RSM also prioritizes work-life balance, offering flexible work arrangements and other programs to support its employees' well-being. The firm's core values include integrity, teamwork, and client service.
How to Apply
Interested candidates can apply for the Tax Partner position on the RSM website. The application process typically involves submitting a resume and cover letter, as well as completing an online assessment. Qualified candidates will be invited to participate in interviews with RSM professionals. The firm is committed to providing a fair and transparent hiring process.
Frequently Asked Questions (FAQ)
- What are the key responsibilities of a Tax Partner in the Global Family Enterprise practice?
The Tax Partner is responsible for leading tax engagements, providing tax advice and consulting to high-net-worth families and family offices, and developing new business opportunities.
- What qualifications are required for this position?
A Bachelor's degree in Accounting with a CPA License, Enrolled Agent, or JD is required, along with 12+ years of continuous public accounting or family office tax experience.
- What is the career path for a Tax Partner at RSM?
The career path includes progression to Senior Tax Partner, Managing Director, and leadership positions within the firm.
- What is the salary range for this position?
The salary range varies depending on experience, location, and other factors.
- What benefits does RSM offer its employees?
RSM offers a competitive benefits package, including medical, dental, and vision insurance, a 401(k) plan with company match, and paid time off.
- What is the culture like at RSM?
RSM fosters a culture of collaboration, innovation, and excellence, with a commitment to diversity and inclusion.
- How does RSM support work-life balance?
RSM offers flexible work arrangements and other programs to support its employees' well-being.
- What are the opportunities for professional development at RSM?
RSM provides ongoing training and development opportunities to help its employees advance their careers.
- What are the firm's core values?
The firm's core values include integrity, teamwork, and client service.
- How can I apply for this position?
Interested candidates can apply on the RSM website.
Locations
- Los Angeles, California, United States
- Chicago, Illinois, United States
- San Francisco, California, United States
- Dallas, Texas, United States
- New York, New York, United States
- Miami, Florida, United States
- Boston, Massachusetts, United States
Salary
275,000 - 495,000 USD / yearly
Source: ai estimated
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Planningintermediate
- Tax Complianceintermediate
- Family Office Taxintermediate
- Individual Taxintermediate
- Fiduciary Taxintermediate
- Partnership Taxintermediate
- Estate Taxintermediate
- Gift Taxintermediate
- SALT (State and Local Tax)intermediate
- International Taxintermediate
- Client Relationship Managementintermediate
- Tax Consultingintermediate
- Engagement Managementintermediate
- Team Leadershipintermediate
- Business Developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting (experience)
- CPA License, Enrolled Agent, or JD required (experience)
- 12+ years of continuous public accounting or family office tax experience (experience)
- Significant experience with family offices on individual, fiduciary, family investment partnership, estate & gift taxation (experience)
- Exposure to State & Local income (SALT)/Franchise tax for multi-state filers (experience)
- Experience with common international tax issues (experience)
- Experience leading large tax engagements for complex family office / ultra-high net worth families and their investments (experience)
- Experience working with closely held business interests (experience)
- Market-facing and invested in growing and developing new relationships (experience)
- Ability to plan and execute client engagements (experience)
- Ability to provide tax consulting services (experience)
- Experience managing compliance projects (experience)
- Experience supervising and reviewing work of staff members (experience)
- Exceptional client service and communication skills (experience)
- Demonstrated ability to develop and maintain outstanding client relationships (experience)
- Master's Degree in Taxation or Law Degree (Preferred) (experience)
- Experience working for a Big 4 or large national, regional or local accounting firm (Preferred) (experience)
- Experience working in a family office (Preferred) (experience)
Responsibilities
- Lead tax engagements for Global Family Enterprise clients.
- Provide tax advice and consulting to high-net-worth families and family offices.
- Manage and oversee tax compliance projects for individuals, trusts, estates, and partnerships.
- Develop and maintain strong client relationships.
- Identify and pursue new business opportunities within the family office sector.
- Collaborate with other service lines within RSM to deliver comprehensive solutions to clients.
- Mentor and develop tax staff.
- Stay up-to-date on current tax laws and regulations.
- Represent RSM at industry events and conferences.
- Contribute to the development of thought leadership and marketing materials.
- Oversee the preparation and review of complex tax returns.
- Ensure timely and accurate completion of tax filings.
- Manage client expectations and project budgets.
- Identify and mitigate tax risks for clients.
- Provide guidance on tax planning strategies.
- Assist clients with tax audits and examinations.
Benefits
- general: Competitive salary and benefits package.
- general: Medical, dental, and vision insurance.
- general: Paid time off and holidays.
- general: 401(k) plan with company match.
- general: Flexible work arrangements.
- general: Professional development opportunities.
- general: Tuition reimbursement.
- general: Employee assistance program.
- general: Life insurance.
- general: Disability insurance.
- general: Parental leave.
- general: Wellness programs.
- general: Employee referral bonus program.
- general: Opportunities for advancement.
- general: Collaborative and supportive work environment.
Tags & Categories
Answer 10 quick questions to check your fit for Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now! @ RSM.
Related Books and Jobs
Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now!
RSM
Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now!
Job Description
Tax Partner – Global Family Office Enterprise at RSM
About RSM
RSM is a leading provider of professional services to the middle market, globally. We instill confidence in a world of change, empowering clients and people to realize their full potential. At RSM, you’ll find an environment that inspires and empowers you to thrive both personally and professionally.
The Opportunity: Tax Partner in Global Family Enterprise
RSM’s Global Family Enterprise (GFE) practice manages the international needs of both U.S. and non-U.S. based family enterprises, serving as a trusted partner in their wealth journey. As a Tax Partner, you will be responsible for growth, leading tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions to our clients. This role is available in Los Angeles, Chicago, San Francisco, Dallas, New York, Miami, and Boston.
Role Overview
As a Tax Partner within RSM's Global Family Enterprise practice, you will play a critical role in advising and serving ultra-high-net-worth families and their family offices. You will be responsible for providing comprehensive tax planning, compliance, and consulting services, ensuring that these families effectively manage their wealth and navigate complex tax regulations. Your expertise will be instrumental in helping clients achieve their financial goals while minimizing tax liabilities. This position requires a deep understanding of individual, fiduciary, partnership, estate, and gift taxation, as well as experience with international tax matters and multi-state tax filings.
A Day in the Life
A typical day for a Tax Partner in the Global Family Enterprise at RSM might involve:
- Meeting with clients to discuss their tax planning needs and objectives.
- Reviewing complex tax returns for high-net-worth individuals, trusts, and estates.
- Providing tax consulting services on various issues, such as estate planning, gift tax strategies, and international tax compliance.
- Collaborating with other RSM professionals to deliver integrated solutions to clients.
- Developing new business opportunities by networking and building relationships with potential clients.
- Mentoring and training tax staff.
- Staying updated on the latest tax laws and regulations.
Why These Locations?
The locations for this position (Los Angeles, Chicago, San Francisco, Dallas, New York, Miami, and Boston) are strategic hubs for affluent families and their family offices. These cities boast significant concentrations of wealth and a thriving ecosystem of financial services professionals. By having a strong presence in these key markets, RSM can effectively serve the unique needs of its Global Family Enterprise clients and capitalize on growth opportunities.
Career Path
The Tax Partner role offers a clear career path for ambitious professionals. Starting as a Tax Partner, individuals can progress to Senior Tax Partner, Managing Director, and even leadership positions within the firm. RSM provides ongoing training and development opportunities to help its employees advance their careers and reach their full potential. The firm also encourages its partners to participate in business development activities, which can lead to increased earnings and recognition.
Salary & Benefits
RSM offers a competitive compensation and benefits package for its Tax Partners. The salary for this position will vary depending on experience, location, and other factors. In addition to a base salary, partners are also eligible for performance-based bonuses and equity ownership in the firm. RSM's benefits package includes medical, dental, and vision insurance, a 401(k) plan with company match, paid time off, and other perks.
RSM Culture
RSM fosters a culture of collaboration, innovation, and excellence. The firm is committed to creating a diverse and inclusive workplace where all employees feel valued and respected. RSM also prioritizes work-life balance, offering flexible work arrangements and other programs to support its employees' well-being. The firm's core values include integrity, teamwork, and client service.
How to Apply
Interested candidates can apply for the Tax Partner position on the RSM website. The application process typically involves submitting a resume and cover letter, as well as completing an online assessment. Qualified candidates will be invited to participate in interviews with RSM professionals. The firm is committed to providing a fair and transparent hiring process.
Frequently Asked Questions (FAQ)
- What are the key responsibilities of a Tax Partner in the Global Family Enterprise practice?
The Tax Partner is responsible for leading tax engagements, providing tax advice and consulting to high-net-worth families and family offices, and developing new business opportunities.
- What qualifications are required for this position?
A Bachelor's degree in Accounting with a CPA License, Enrolled Agent, or JD is required, along with 12+ years of continuous public accounting or family office tax experience.
- What is the career path for a Tax Partner at RSM?
The career path includes progression to Senior Tax Partner, Managing Director, and leadership positions within the firm.
- What is the salary range for this position?
The salary range varies depending on experience, location, and other factors.
- What benefits does RSM offer its employees?
RSM offers a competitive benefits package, including medical, dental, and vision insurance, a 401(k) plan with company match, and paid time off.
- What is the culture like at RSM?
RSM fosters a culture of collaboration, innovation, and excellence, with a commitment to diversity and inclusion.
- How does RSM support work-life balance?
RSM offers flexible work arrangements and other programs to support its employees' well-being.
- What are the opportunities for professional development at RSM?
RSM provides ongoing training and development opportunities to help its employees advance their careers.
- What are the firm's core values?
The firm's core values include integrity, teamwork, and client service.
- How can I apply for this position?
Interested candidates can apply on the RSM website.
Locations
- Los Angeles, California, United States
- Chicago, Illinois, United States
- San Francisco, California, United States
- Dallas, Texas, United States
- New York, New York, United States
- Miami, Florida, United States
- Boston, Massachusetts, United States
Salary
275,000 - 495,000 USD / yearly
Source: ai estimated
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Tax Planningintermediate
- Tax Complianceintermediate
- Family Office Taxintermediate
- Individual Taxintermediate
- Fiduciary Taxintermediate
- Partnership Taxintermediate
- Estate Taxintermediate
- Gift Taxintermediate
- SALT (State and Local Tax)intermediate
- International Taxintermediate
- Client Relationship Managementintermediate
- Tax Consultingintermediate
- Engagement Managementintermediate
- Team Leadershipintermediate
- Business Developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting (experience)
- CPA License, Enrolled Agent, or JD required (experience)
- 12+ years of continuous public accounting or family office tax experience (experience)
- Significant experience with family offices on individual, fiduciary, family investment partnership, estate & gift taxation (experience)
- Exposure to State & Local income (SALT)/Franchise tax for multi-state filers (experience)
- Experience with common international tax issues (experience)
- Experience leading large tax engagements for complex family office / ultra-high net worth families and their investments (experience)
- Experience working with closely held business interests (experience)
- Market-facing and invested in growing and developing new relationships (experience)
- Ability to plan and execute client engagements (experience)
- Ability to provide tax consulting services (experience)
- Experience managing compliance projects (experience)
- Experience supervising and reviewing work of staff members (experience)
- Exceptional client service and communication skills (experience)
- Demonstrated ability to develop and maintain outstanding client relationships (experience)
- Master's Degree in Taxation or Law Degree (Preferred) (experience)
- Experience working for a Big 4 or large national, regional or local accounting firm (Preferred) (experience)
- Experience working in a family office (Preferred) (experience)
Responsibilities
- Lead tax engagements for Global Family Enterprise clients.
- Provide tax advice and consulting to high-net-worth families and family offices.
- Manage and oversee tax compliance projects for individuals, trusts, estates, and partnerships.
- Develop and maintain strong client relationships.
- Identify and pursue new business opportunities within the family office sector.
- Collaborate with other service lines within RSM to deliver comprehensive solutions to clients.
- Mentor and develop tax staff.
- Stay up-to-date on current tax laws and regulations.
- Represent RSM at industry events and conferences.
- Contribute to the development of thought leadership and marketing materials.
- Oversee the preparation and review of complex tax returns.
- Ensure timely and accurate completion of tax filings.
- Manage client expectations and project budgets.
- Identify and mitigate tax risks for clients.
- Provide guidance on tax planning strategies.
- Assist clients with tax audits and examinations.
Benefits
- general: Competitive salary and benefits package.
- general: Medical, dental, and vision insurance.
- general: Paid time off and holidays.
- general: 401(k) plan with company match.
- general: Flexible work arrangements.
- general: Professional development opportunities.
- general: Tuition reimbursement.
- general: Employee assistance program.
- general: Life insurance.
- general: Disability insurance.
- general: Parental leave.
- general: Wellness programs.
- general: Employee referral bonus program.
- general: Opportunities for advancement.
- general: Collaborative and supportive work environment.
Tags & Categories
Answer 10 quick questions to check your fit for Tax Partner - Global Family Office Enterprise Careers at RSM - Apply Now! @ RSM.
Related Books and Jobs