Davita Inc.
We are the leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our culture and talent experience, and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you, and that's why there's nowhere like RSM.
RSM is currently seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role offers an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth, multi-generational wealthy families, their private businesses, investment entities, and family offices.
Candidates must be familiar with tax consulting for family office/high net worth clients and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to the clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.
Basic Qualifications:
Bachelor's degree in Accounting with CPA License or JD required 12+ years of continuous public accounting or family office tax experience Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers) Experience in reviewing tax returns for wealthy family members, trusts, investment entities, and private businesses, including Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants Ability to support financial growth efforts and manage a book of business Ability to plan client engagements, provide tax consulting, manage compliance projects, supervise and review team work, and work closely with clients, managers, and partners Strong verbal and written communication skills to articulate complex tax information Exceptional client service skills and ability to develop and maintain outstanding client relationships Preferred Qualifications:
Master's Degree in Taxation or Law Degree Experience with Big 4 or large national, regional, or local accounting firms Experience working with Private Foundations Exposure to foreign assets, investments, and holdings reporting and filings Proven ability to develop new business relationships and expand existing services At RSM, we offer a competitive benefits and compensation package, flexible scheduling, and total rewards. Learn more at
https://rsmus.com/careers/working-at-rsm/benefits . We are committed to equal opportunity and reasonable accommodation for people with disabilities. For assistance, contact us at 800-274-3978 or careers@rsmus.com. We consider qualified applicants with arrest or conviction records in accordance with applicable laws.
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Bachelor's degree in Accounting with CPA License or JD required 12+ years of continuous public accounting or family office tax experience Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation, and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers) Experience in reviewing tax returns for wealthy family members, trusts, investment entities, and private businesses, including Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail, and Restaurants Ability to support financial growth efforts and manage a book of business Ability to plan client engagements, provide tax consulting, manage compliance projects, supervise and review team work, and work closely with clients, managers, and partners Strong verbal and written communication skills to articulate complex tax information Exceptional client service skills and ability to develop and maintain outstanding client relationships Preferred Qualifications:
Master's Degree in Taxation or Law Degree Experience with Big 4 or large national, regional, or local accounting firms Experience working with Private Foundations Exposure to foreign assets, investments, and holdings reporting and filings Proven ability to develop new business relationships and expand existing services At RSM, we offer a competitive benefits and compensation package, flexible scheduling, and total rewards. Learn more at
https://rsmus.com/careers/working-at-rsm/benefits . We are committed to equal opportunity and reasonable accommodation for people with disabilities. For assistance, contact us at 800-274-3978 or careers@rsmus.com. We consider qualified applicants with arrest or conviction records in accordance with applicable laws.
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