Apply on Employer Site

RSM US LLP · 2 weeks ago

Tax Partner - High Net Worth - Private Client Services

Tampa, FL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, and they are seeking an experienced Tax Partner to join their expanding Private Client Services practice. This role involves providing compliance and consulting services to high-net-worth families and their businesses, utilizing expertise in taxation to address clients' needs.

AccountingConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide compliance and consulting services to high-net-worth multi-generational wealthy families and their private businesses and/or investment entities

Develop and pursue creative approaches to resolve client issues

Plan client engagements and provide tax consulting services

Manage compliance projects and supervise the work of team staff members

Work closely with clients as well as internal managers and partners

Articulate complex information and tax law to clients

Develop and maintain outstanding client relationships

Qualification

CPA LicenseTax ConsultingHigh-Net-Worth TaxationPublic Accounting ExperienceClient Relationship ManagementVerbal CommunicationWritten CommunicationTeam Leadership

Required

Bachelor's degree in Accounting

CPA License or JD required

10+ years public accounting or family office tax experience

Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. 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

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

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

Glassdoor3.8

Stay Alert: Avoid Recruitment Scams Across industries, cybercriminals are posing as company recruiters using fake job postings and employment offers to trick people into providing personal information or payment.

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)