Tax Partner – UHNW Real Estate
Lead a highly specialized tax team for ultra high net worth clients. Requires CPA/JD, 12+ years experience, and expert knowledge in tax compliance. Top-tier benefits, inclusive workplace.
RSM offers a senior leadership position as a Tax Partner focusing on ultra high net worth (UHNW) individuals with a strong real estate emphasis. This is a full-time role best suited for candidates with expert-level credentials and a passion for serving complex client needs. As a benchmark in the industry, the company is known for its diverse culture, people-first focus, and the flexible yet professional environment it maintains.
About Daily Responsibilities
The Tax Partner – Ultra High Net Worth – Real Estate oversees tax planning, structuring, and compliance for high-net-worth clients. You’ll advise on federal and state taxation, consult on structuring deals, and review complex returns involving individuals, trusts, private businesses, and real estate-focused ventures. Managing a book of business, you’ll also lead teams, supervise staff, and nurture key client relationships through direct collaboration and exceptional client service. Expect to integrate with RSM’s national leadership, contribute strategic insights, and develop creative tax solutions.
Principais vantagens
Being a part of RSM means you’ll receive a robust benefits package and the flexibility to maintain work-life balance. The company culture is collaborative, and you’re encouraged to reach your personal and professional potential. There’s a clear pathway for growing your skills through learning from other high-performing partners nationally. Furthermore, you’ll work with some of the most prominent family offices and real estate investors in the market.
Possíveis desvantagens
As a senior leadership role, the responsibilities can be demanding. The expectations for client service, technical expertise, and business growth may create a fast-paced environment with high accountability. The minimum requirement of 12 years’ experience can also be a barrier for those earlier in their tax careers who wish to access this type of senior role.
Veredicto final
This Tax Partner – UHNW Real Estate role at RSM represents a premier opportunity for expert tax professionals ready to step into a high-impact leadership role. The position is well-rewarded and comes with excellent workplace flexibility, but demands dedication and top-tier credentials. If you are equipped for both strategic vision and hands-on client service at the highest level, RSM offers you an inspiring next step.
