Tax Partner - UHNW-Investment Fund Executives

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Role:

We are seeking an experienced Tax Partner to join our growing Ultra High Net Worth (UHNW) Fund Executives practice. This team advises founders, managing partners, principals, sponsors, investors, developers, and C-suite executives associated with financial and real estate investment funds, as well as related family offices and UHNW multi-generational families.

As a trusted strategic advisor, the Tax Partner will help clients navigate complex tax compliance and consulting matters across their business, investment, and personal wealth structures. This role requires deep technical expertise in high-net-worth taxation, strong client relationship skills, and the ability to lead multidisciplinary teams in delivering tailored solutions.

The ideal candidate will have significant experience advising UHNW clients, investment fund executives, and family offices on complex tax planning opportunities and challenges. Success in this role requires strong analytical capabilities, sound judgment, business development acumen, and the ability to collaborate effectively with clients, industry professionals, and specialists across the firm to deliver integrated, client-focused solutions.

As a Tax Partner, you will lead client service, growth, specialist, or leadership responsibilities for the Tax line of business. This role focuses on delivering high-quality tax solutions, deepening client relationships, developing teams, and contributing to strategic growth across capabilities and markets. 

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Job Responsibilities: 

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise ultra high net worth clients on a full spectrum of tax services including individual, trust and entity income tax planning and compliance, wealth transfer, and charitable and retirement planning

• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions and ensure consistency in tax preparation due to the complexities of fund reporting

• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations. 

• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues. 

• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm. 

• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity. 

• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations. 

• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities. 

• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience. 

• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders. 

• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes. 

Minimum Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university. 

• Active CPA license or equivalent professional credential in the state of residence or primary office.

• Minimum of twelve(12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients. 

• Strong computer skills, including proficiency in Microsoft Excel. 

• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards. 

• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means. 

• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment. 

• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment. 

• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation. 

• Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs. 

Preferred Qualifications:

• JD in Taxation and/or Master’s in Taxation

• Experience working for a Big 4 or large national accounting firm

• Expertise in the real estate industry with experience working with management companies, joint ventures, family partnerships, individuals, trusts and other owners or operators of real estate.

• Knowledge of partnership and S Corporation tax structures, with the ability to identify and address entity-level tax issues affecting investment fund executives and principals

• Experience with fiduciary, gift and estate taxation and Tax M&A knowledge is a plus.

• 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. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

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 [email protected].

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.