RSM US US | Tax Partner - UHNW-Investment Fund Executives

Job responsibilities

• We are seeking an experienced Tax Partner to join our growing Ultra High Net Worth (UHNW) Fund Executives practice.
• This team advises founders, managing partners, principals, sponsors, investors, developers, and C-suite executives associated with financial and real estate investment funds, as well as related family offices and UHNW multi-generational families.
• As a trusted strategic advisor, the Tax Partner will help clients navigate complex tax compliance and consulting matters across their business, investment, and personal wealth structures.
• This role requires deep technical expertise in high-net-worth taxation, strong client relationship skills, and the ability to lead multidisciplinary teams in delivering tailored solutions.
• The ideal candidate will have significant experience advising UHNW clients, investment fund executives, and family offices on complex tax planning opportunities and challenges.
• You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.
• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.
• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.
• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions and ensure consistency in tax preparation due to the complexities of fund reporting
• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.
• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.

Qualifications

• Minimum of twelve(12) years of Tax experience in public accounting, with the 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 and in accordance with firm and client standards.
• 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 the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment.
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
• Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs.
• Experience working for a Big 4 or large national accounting firm.
• Expertise in the real estate industry with experience working with management companies, joint ventures, family partnerships, individuals, trusts and other owners or operators of real estate.
• Knowledge of partnership and S Corporation tax structures, with the ability to identify and address entity-level tax issues affecting investment fund executives and principals.
• Experience with fiduciary, gift and estate taxation and Tax M&A knowledge is a plus.
• Proven ability to develop new business relationships and expand services to existing clients.
• RSM will consider for employment qualified applicants with arrest or conviction records.

RSM US US

RSM US US is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "RSM US LLP is the leading U.S."

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Boston, New York and Dallas.

• Industry: Audit / Consulting / Advisory