Tax Partner - Global Family Office Enterprise
RSM US LLP
Role Summary As an experienced Tax Partner you will be responsible for growth and leading tax engagements, advising on tax matters and teaming across service line and line of business to deliver innovative solutions that address the complex needs of our clients. Basic Qualifications Bachelor's degree in Accounting with CPA License, Enrolled Agent or JD required 12+ years continuous public accounting or family office tax experience Significant experience working with family offices on individual, fiduciary, family investment partnership, estate & gift taxation with exposure to State & Local income (SALT)/Franchise tax for multi-state filers and common international issues Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments and closely held business interests Must be market facing and invested in growing and developing new relationships and expand services to existing clients Successful candidates will possess ability to plan and execute client engagements, provide tax consulting services, manage compliance projects, supervise and review work of staff members Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Preferred Qualifications Master's Degree in Taxation or Law Degree Experience working for a Big 4 or large national, regional or local accounting firm Experience working in a family office At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on click.appcast.io or send us an email at View email address on click.appcast.io. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. #J-18808-Ljbffr RSM US LLP
- RSM US LLP in Dallas is seeking an experienced Tax Partner to lead tax engagements and advise clients on complex tax matters. This role... ...at least 12 years of experience in public accounting or family office tax, including significant experience with individual and fiduciary...Work at officeTaxFlexible hours
- A top accounting firm in Dallas is seeking an experienced Tax Partner to lead tax engagements. The role requires a Bachelor's degree in... ...a CPA License and at least 12 years of public accounting or family office tax experience. Exceptional communication skills and the ability...Work at officeTax
$148.9k - $232k
...organization within ServiceNow's Global Partnerships and... ...Service Provider partner's Business Process Services... ...in a B2B SaaS or enterprise software environment... ...flexible time away plan and family leave programs. Compensation... ...remote, or required in office) are categories that...Work at officeImmediate startRemote workFlexible hours- ...This role is in our Goldman Partner Office (GPO) on the Investing side.... ...worth individuals, as well as family offices, foundations and endowments... ...management capabilities and global reach. Our Private Wealth... ...and beyond, which may include tax and estate planning,...Work at officeTax
- ...planning solutions, including tax planning and preparation,... ...worth individuals, as well as family offices, foundations and endowments,... ...management capabilities and global reach. Our Private Wealth Advisors... ...Sachs and beyond. Goldman Partner Office (GPO) - Planning The Goldman...Work at officeTaxFull time
- ...business. This role is in Goldman Partner Office - Invest. Wealth... ...worth individuals, as well as family offices, foundations and endowments... ...management capabilities and global reach. Our Private Wealth... ...and beyond, which may include tax and estate planning, philanthropic...Work at officeTax
- ...Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice... ...succession planning within a family enterprise, family roles & governance,... ...management capabilities and global reach. Our Private Wealth... ...and beyond, which may include tax and estate planning, philanthropic...Work at officeTaxFull time
- ...to join our team as a Global Financial Crimes (GFC) Senior KYC Advisory Officer. In the Legal & Compliance... ...) Program across the enterprise while promoting... ...Economic Sanctions, Anti-Tax Evasion, Anti-Corruption... ...our employees and their families at every point along their...Work at officeTaxTemporary work3 days per week
- ...This role is in our Goldman Partner Office (GPO). OUR IMPACT Wealth Management... ...individuals, as well as family offices, foundations and... ...management capabilities and global reach. Our Private Wealth Advisors... ...and beyond, which may include tax and estate planning,...Work at officeTaxFull time
- ...IT Enterprise Architect We are a Firm where... ...based at the Firm's Global Operations Center... ...or at the Firm's office in Dallas. General... ...framework. Partner with business and... ...disability insurance; tax-advantaged... ...resources for all family members; 401(k); profit...Work at officeTaxTemporary work
$136k - $204k
...Job Summary The WFI FPT Partner translates all workforce data... ...locations are: Canada - Toronto Office TRO : 131,000 - 181,000 CAD /... ...for you and your eligible family members. - Retirement: You and... ...Retirement Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). -...Work at officeTaxFull time- ...the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering... ...advisors to ensure every estate, tax, and succession plan reflects... ...strategies. Advise closely held and family-owned businesses on tax-efficient...Work at officeTax
- ...Enterprise Applications Strategist Bennett Thrasher,... ..., assurance/audit, and tax services to businesses... ...-centric culture and a family-like work atmosphere.... ...Windows and Microsoft Office applications, endpoint... ...applications. This role partners closely with vendors, internal...Work at officeTax
$205k - $235k
...you succeed in a globally connected powerhouse... ...Health – Enterprise Architect - Director... ...investor mindset, we partner with CEOs, Boards,... ...modern enterprise/back-office and admin... ...breaks, Personal/Family Care, and other leaves... ...assurance, consulting, tax, strategy and...Work at officeTaxWork experience placementSummer holidayFlexible hours- ...protection platform trusted by enterprises across technology,... ...and his personal office. The Role The ideal... ...-switch between a tax filing and a college application... ...Personal & Family Operations Manage logistics... ...scaling company serving global enterprises. Extras...Work at officeTaxContract workLocal area
- ...opportunities available for board certified/eligible family medicine physicians in the Dallas metro... ...rest of the country and no state income tax, Dallas truly offers a great lifestyle.... ...Groups Outpatient Only, No OB Great Office Call Schedule Flexible Clinic Hours...Work at officeTaxRelocation packageFlexible hours
- ...actively seeking to bring on a Partner for the corporate tax division. What it Means... .... Our clients are enterprises as diverse as sophisticated... ...institutions and start‑ups, global public firms, and middle‑... ...net‑worth individuals, family offices, not‑for‑profit organizations...TaxLocal area
- ...due diligence for our partners. Acting as a trusted... ...the largest accounting, tax, and business advisory... .... Our clients are enterprises as diverse as sophisticated... ...and start-ups, global public firms, and middle... ...net worth individuals, family offices, not-for-profit organizations...TaxLocal area
- ...someone to join our team as a Global Financial Crimes (GFC) : Financial... ...corruption and bribery, and tax evasion. Since 1935, Morgan... ...This role will require in office attendance 4 days/week. WHAT... ...support our employees and their families at every point along their...Work at officeTax
- ...team at one of the world's top tax firms. Enjoy a collaborative,... ...seeking an Associate to join our Global Mobility Services (GMS)... ...efforts Utilize tools such as Office, Visio, Access, SQL, for project... ...decisions for yourself, your family, and your lifestyle. Available...Work at officeTaxLocal area
- ...Partner Marketing Lead At Mistral AI, we believe in... ...platform is designed to meet enterprise as well as personal... ...define and execute the global partner marketing... ...insurance for you and your family Parental: Generous parental... ...: Reimburse office parking charges, or 90GBP...Work at officeVisa sponsorship
- A global technology leader is seeking a Tax Analyst to join its tax team. This fully remote role focuses on tax accounting and provision, with occasional in-office collaboration. The ideal candidate will have over 3 years of experience and strong skills in tax provision...Work at officeTaxRemote work
$26.41 - $42.75 per hour
...Tilly is a leading advisory, tax and assurance firm, providing... ...a genuine coast‑to‑coast and global advantage in major regions of... ...Description The Executive Business Partner serves as an extension of... ...challenges. Skilled in Microsoft Office Suite (Word, Excel, PowerPoint...Work at officeTaxLocal areaImmediate startShift work$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource... ...the U.S. and in over 160 countries through our global network. BDO is an ESOP company, sharing value with...Work at officeTax- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and... ...yes, consider joining Baker Tilly (BT) as a Family Office Accounting Senior Associate! Our Family...Work at officeTaxLocal areaWorldwide
- ...working together across 50 offices worldwide, this global law firm provides a full range... ...with business partners and suppliers. Demonstrated... ...you, your health, and your family. Benefit packages include access... ...Employees can also access pre-tax benefits such as health...Work at officeTaxFull timeContract workFor contractorsWorldwideFlexible hours
- ...The firm is investing heavily in lateral partner and group growth across M&A, private equity... ...across major U.S. markets with flexible office alignment Robust business development &... ...cross-selling across litigation, regulatory, tax, and finance Track record of successful...Work at officeTaxFlexible hours
- ...US Company: Black & Veatch Family of Companies Together, we own... ...fuels Black & Veatch's global success. As the leading employee... ...Physical Demands Hybridin BV office 3 days per week, ability to... ...program, AD&D insurance, pre-taxed accounts, voluntary legal plan...Work at officeTaxFull timePart timeWork experience placementRelocationVisa sponsorshipFlexible hours3 days per week
- ...maintaining and enhancing our business. This role is in Goldman Partner Office - Invest. HOW YOU WILL FULFILL YOUR POTENTIAL Act as key... ...understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm’s offerings...Work at officeTax
$59.9k
...institutions and Fortune Global 500 companies. With a... ...9 processing, year-end tax and audit reporting, and... ...degree of autonomy, partners directly with Procurement... ...team and Controller's Office to ensure alignment of... ...generous PTO Program ~ Family Support including Paid...Work at officeTaxTemporary workLocal areaFlexible hours
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