Tax Partner - Private Client Services - High Net Worth

Profile

Tax Partner - Private Client Services - High Net Worth

The candidate must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients' tax needs. With the support of the firm, have the opportunity to develop and pursue creative approaches to resolve client issues. Bachelor's degree in Accounting with CPA License or JD required. 12+ years continuous public accounting or family office tax experience is required. Should have strong experience with high net worth clients (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 have 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. Must be able to support financial growth efforts and manage a book of business. Should 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 are required. Should preferably have Master's Degree in Taxation or Law Degree. Experience working for a Big 4 or large national, regional or local accounting firm is desired.Experience working with Private Foundations is preferred. Should preferably exposure to reporting and filings related to foreign assets, investments and holdings.

Company info

RSM US LLP.
1400 Post Oak Boulevard Suite 900
Houston
Texas
United States 77056
Website : https://rsmus.com/