Tax Partner – Ultra High Net Worth

RSM US LLP

. Lead client service, growth, specialist, or leadership responsibilities for the Tax line of business .

Posted 9/22/2026full-timeLos Angeles • California • United 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 individual, trust, and entity taxation. Proven ability to lead teams, manage client relationships, and drive business growth through effective client service and operational management.

Highest-signal resume keywords

Active CPA License12 Years of Tax ExperienceExpertise in Individual Tax PlanningProject Management SkillsExperience in Public Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ComplianceWealth Transfer PlanningCharitable PlanningRetirement PlanningFiduciary TaxationEstate TaxationClient Engagement ManagementBusiness DevelopmentForeign Asset Reporting

Soft Skills

Effective CommunicationTeam LeadershipClient Relationship ManagementProblem SolvingCoaching and Development

Tools & Technologies

Microsoft ExcelDigital ToolsStandardized Processes

Certifications & Qualifications

Bachelor's Degree in AccountingJD in TaxationMaster's in Taxation

Industry Keywords

Public AccountingBig 4 ExperiencePrivate FoundationsClient ServiceEngagement Economics

About the role

Key responsibilities & impact

Lead client service, growth, specialist, or leadership responsibilities for the Tax line of business
Advise ultra high net worth clients on individual, trust, and entity income tax planning and compliance, wealth transfer, charitable, and retirement planning
Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs
Lead teams delivering integrated tax services across capabilities, industries, geographies, and specialists
Plan and execute client tax engagements focused on individual, fiduciary, gift, generation-skipping, and estate taxation
Manage multiple engagements or client portfolios, including status, resources, economics, quality, and client service expectations
Identify technical tax matters and client opportunities, consult specialists, 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
Lead with an enterprise mindset focused on long-term firm value, culture, 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 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 and deadlines
Ability to work in a professional office environment and at client sites
Consistent onsite presence during core business hours; regular reporting to a firm office and travel to client sites
Reliable transportation
Ability to work extended and/or non-standard hours during peak periods
JD in Taxation and/or Master's in Taxation (preferred)
Experience working for a Big 4 or large national accounting firm (preferred)
Expertise in individual tax planning and advisory services (preferred)
Experience working with Private Foundations (preferred)
Exposure to reporting and filings related to foreign assets, investments, and holdings (preferred)
Proven ability to develop new business relationships and expand services to existing clients (preferred)

Benefits

Comp & perks

Competitive benefits and compensation package
Flexibility in your schedule
Reasonable accommodation for people with disabilities