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RSM US LLP · 1 week ago

Tax Partner - Ultra High Net Worth - Real Estate

Chicago, IL

Full-time

Hybrid

Senior Level, Lead/Staff

12+ years exp

RSM US LLP is a leading provider of professional services to the middle market globally, and they are seeking an experienced Tax Partner to join their Ultra High Net Worth – Real Estate team. This role involves providing federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients, particularly in the real estate sector.

AccountingConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers

Work with a variety of clients including management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate

Align to the UHNW practice and work closely with the real estate team to augment the breadth of tax compliance and consulting services

Integrate into the UHNW national leadership team to develop and learn from high functioning partners in other markets

Partner on strategic clients

Familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs

Develop and pursue creative approaches to resolve client issues

Plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, and work closely with clients as well as internal managers and partners

Demonstrate strong verbal and written communication skills with the ability to articulate complex information and tax law

Provide exceptional client service and maintain outstanding client relationships

Qualification

CPA LicenseTax consultingHigh-net-worth clientsPrivate client servicesCommunication skillsMaster's DegreeBig 4Client relationship management

Required

Bachelor's degree in Accounting

CPA License or JD required

12+ years' experience in dealing with high-net-worth clients required

Experience in the review of tax returns for wealthy individuals and family members, their trusts, investment entities, and private businesses. Business investments would be primarily real estate, but could include Private Equity and hedge funds. Exposure to business returns would be a plus, but not required

Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)

Must be able to support financial growth efforts and manage a book of business

Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners

Strong verbal and written communication skills with the ability to articulate complex information and tax law

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 or large Family Offices

Experience working with Private Foundations

Exposure to reporting and filings related to foreign assets, investments and holdings

Proven ability to develop new business relationships and expand services to existing clients

Benefits

Flexibility in your schedule

Competitive benefits and compensation package

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees

http://www.rsmus.com/

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

Represents job field similar to this job

Trends of Total Sponsorships

2025 (98)

2024 (84)

2023 (102)

2022 (102)

2021 (74)

2020 (72)