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 .

Posted 10/8/2026full-timeUnited StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance, wealth transfer planning, and succession planning for family offices and multi-generational families. Proven ability to lead teams, manage client relationships, and drive business development in a professional services environment.

Highest-signal resume keywords

Active CPA LicenseTax ComplianceWealth Transfer PlanningProject ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ExperiencePartnership TaxationFiduciary TaxationEstate and Gift TaxComplex Family Office StructuresGovernance AdvisorySuccession PlanningBusiness Transition StrategiesTax PlanningMulti-Generational Wealth Transfer

Soft Skills

Effective CommunicationTeam LeadershipClient Service OrientationProblem SolvingRelationship Building

Tools & Technologies

Microsoft ExcelDigital ToolsStandardized Processes

Certifications & Qualifications

Bachelor's Degree in AccountingCPA License

Industry Keywords

Family OfficesMulti-Family OfficesPublic AccountingBig Four Accounting FirmsPrivate Wealth Advisory

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 tax services across capabilities, industries, geographies, and specialists
Manage 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, understand goals, anticipate needs, and connect clients with firm expertise
Support growth through pipeline development, client transfers, cross-firm 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
Align decisions with 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 twelve (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
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 managing multiple priorities, tasks, and projects simultaneously
Ability to work effectively in a professional office environment and at client sites as required
Ability to maintain consistent, onsite presence during core business hours
Ability to regularly report to a firm office location and travel to client sites as required
Reliable transportation
Ability to work extended and/or non-standard hours during peak periods or as necessary
Preferred: Experience serving family enterprises, family offices, or multi-family offices
Preferred: Expertise in partnership taxation, flow-through entities, trusts and estates, fiduciary taxation, estate and gift tax, or complex family office structures
Preferred: Experience advising on governance, succession planning, family office operations, multigenerational wealth transfer, and business transition strategies
Preferred: Business development and relationship-expansion experience
Preferred: Sophisticated tax planning and advisory experience for closely held businesses and family-owned enterprises
Preferred: Understanding of global tax issues and cross-border planning
Preferred: Experience with a Big Four, national accounting firm, family office, private wealth advisory firm, or wealth management organization

Benefits

Comp & perks

Competitive benefits and compensation package
Flexibility in your schedule
Ability to balance life’s demands while serving clients
Reasonable accommodation for people with disabilities