FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Tax Partner – Family Office
RSM US LLP. Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities .
About the role
Key responsibilities & impact- Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities
- Advise single-family, multi-family, and virtual-family office clients and multi-generational families on structuring, modeling, succession planning, wealth transfer planning, and tax compliance
- Lead teams delivering integrated tax services across capabilities, industries, geographies, and specialists
- Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation
- Plan and execute client tax engagements
- Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations
- Identify technical tax matters and client opportunities and guide teams through complex issues
- Maintain client relationships, anticipate needs, and connect clients with firm expertise
- Support growth through pipeline development, client transfers, collaboration, referral networks, and market-facing activity
- Manage profitability, billing, collections, engagement economics, and operational discipline
- Apply quality, risk, independence, ethics, and professional judgment
- Use digital tools, standardized processes, and global workforce capabilities to improve efficiency and client experience
- Coach and develop high-performing teams and future leaders
- Lead with an enterprise mindset focused on long-term firm value, cultural stewardship, and client outcomes
Requirements
What you’ll need- 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 12 years of Tax experience in public accounting
- 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
- Clear, professional, and effective communication with firm personnel and clients
- Effective project management skills and ability to manage multiple priorities, tasks, and projects simultaneously
- Ability to work effectively in a professional office environment and at client sites as required
- Consistent onsite presence during core business hours, regular reporting to a firm office, and travel to client sites as required
- Reliable transportation
- Ability to work extended and/or non-standard hours during peak periods or as necessary
Benefits
Comp & perks- Competitive benefits and compensation package
- Flexibility in your schedule
- Equal opportunity and reasonable accommodation for people with disabilities