RSM US LLP · 5 months ago
Tax Partner - Global Family Office Enterprise
Boston
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expRSM US LLP is a leading provider of professional services to the middle market globally, empowering clients and their families to manage their wealth effectively. As an experienced Tax Partner in the Global Family Enterprise, you will lead tax engagements, provide strategic guidance on tax matters, and collaborate across service lines to deliver innovative solutions for complex client needs.
AccountingConsultingFinancial Services
Responsibilities
Responsible for growth and leading tax engagements
Advising on tax matters
Teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients
Qualification
Required
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
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
Benefits
Flexibility in your schedule
Competitive benefits and compensation package
Company
RSM US LLP
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10001+ employees
H1B Sponsorship
RSM US LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (98)
2024 (84)
2023 (102)
2022 (102)
2021 (74)
2020 (72)
Funding
Current Stage
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