Tax Partner - High Net Worth - Private Client Services
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
We have an exciting opportunity for an experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in San Francisco. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities.
Candidates must be 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. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.
Basic Qualifications:
- Bachelor's degree in Accounting
- CPA License or JD required
- 15+ 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 the 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 Qualifications:
- 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
At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at
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