Tax Partner – UHNW Investment Fund Executives

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

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Demonstrates expertise in tax planning and compliance for ultra-high-net-worth clients, with a strong focus on relationship management, team leadership, and operational efficiency. Proficient in managing complex client portfolios while ensuring quality service and adherence to regulatory standards.

Highest-signal resume keywords

Active CPA LicenseTax Planning and ComplianceProject Management SkillsClient Relationship ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Experience in Public AccountingWealth Transfer PlanningCharitable PlanningRetirement PlanningPartnership and S Corporation Tax StructuresFiduciary, Gift and Estate TaxationTax M&A KnowledgeMicrosoft Excel Proficiency

Soft Skills

Effective CommunicationTeam Coaching and DevelopmentClient Service Orientation

Tools & Technologies

Digital ToolsStandardized Processes

Certifications & Qualifications

Bachelor's Degree in AccountingJD in Taxation (Preferred)Master's in Taxation (Preferred)

Industry Keywords

Ultra-High-Net-Worth ClientsBig 4 Accounting Firm Experience (Preferred)Real Estate Industry Expertise (Preferred)Client PortfoliosEngagement Economics

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 ultra-high-net-worth clients on individual, trust and entity income tax planning and compliance, wealth transfer, and charitable and retirement planning
Lead teams delivering tax services across capabilities, industries, geographies, and specialists
Ensure consistency in tax preparation due to the complexities of fund reporting
Manage multiple engagements or client portfolios, including status, resources, economics, quality, and client service expectations
Identify technical tax matters and client opportunities early 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 to 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 and future leaders
Lead with an enterprise mindset aligned to 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 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 in a professional office environment and, as required, at client sites
Ability to maintain consistent, onsite presence during core business hours
Ability to regularly report to a firm office location and travel to client sites
Reliable transportation
Ability to work extended and/or non-standard hours during peak periods or as necessary
Preferred: JD in Taxation and/or Master's in Taxation
Preferred: Experience working for a Big 4 or large national accounting firm
Preferred: Real estate industry expertise, including management companies, joint ventures, family partnerships, individuals, trusts, and other owners or operators
Preferred: Knowledge of partnership and S Corporation tax structures
Preferred: Experience with fiduciary, gift and estate taxation
Tax M&A knowledge is a plus
Proven ability to develop new business relationships and expand services to existing clients

Benefits

Comp & perks

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