Tax Consultant

6 days ago


Miami, Florida, United States RSM Full time

About RSM

RSM is a 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 unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.

Job Summary

We are seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides 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 and their private businesses and/or investment entities, and family offices.

Key Responsibilities

  • Provide tax consulting services to high net worth clients, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, and corporate taxation.
  • Review tax returns for wealthy family members and their trusts, investment entities, and private businesses.
  • Support financial growth efforts and manage a book of business.
  • Plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners.
  • Develop and maintain outstanding client relationships.

Requirements

  • Bachelor's degree in Accounting with CPA License or JD required.
  • 12+ years continuous public accounting or family office tax experience.
  • Strong experience with high net worth clients, including personal taxation, trust taxation, estate & gift taxation, charitable taxation, and corporate taxation.
  • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses.
  • Ability to support financial growth efforts and manage a book of business.
  • Strong verbal and written communication skills with the ability to articulate complex information and tax law.

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 with Private Foundations.
  • Exposure to reporting and filings related to foreign assets, investments and holdings.
  • Proven ability to develop new business relationships and expand services to existing clients.

About Our Culture

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are committed to providing our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment.



  • Miami, Florida, United States International Tax Search Full time

    We here at International Tax Search are currently working with one of our most reputable clients with their search for a Tax Technology Specialist (Senior Manager/Experienced Manager) to join their Tax Advisory Services team based in Miami, Florida. This opportunity will be focussed on the consultation and collaboration with clients to develop tax automation...

  • Junior Tax Consultant

    2 weeks ago


    Miami, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time

    JUNIOR TAX CONSULTANT:We are looking for enthusiastic entry-level accounting professionals to become part of our vibrant Tax Services team. Our group assists clients in enhancing their tax efficiencies and making informed decisions. This position centers on aiding businesses with tax strategies, ensuring adherence to tax regulations, boosting post-tax...


  • Miami, Florida, United States Safe Tax LLC Full time

    Job OverviewPosition Summary:As the Tax Office Assistant Manager at Safe Tax LLC, you will be instrumental in ensuring the smooth operation of our tax services. Collaborating closely with the General Manager and the entire team, your focus will be on delivering outstanding tax solutions while adhering to applicable regulations. Your role encompasses...


  • Miami, Florida, United States International Tax Search Full time

    Our client is one of the largest privately owned corporations in the whole of the USA. With annual revenues in the tens of billions and over 100,000 staff world-wide, this organisation has developed a reputation of having an entrepreneurially spirited culture, sophisticated tax work that matches up to any Big 4 firm or Washington National Tax Group and an...


  • Miami, Florida, United States CyberCoders Full time

    Position Overview:We are thrilled to present a fantastic opportunity for a Senior Tax Consultant at CyberCoders, a leading national firm specializing in accounting, advisory, and consulting services. This role is situated within a supportive environment that prioritizes the professional growth and well-being of its team members. You will have the chance to...


  • Miami, Florida, United States Carrie Rikon & Associates, LLC. Full time

    Job OverviewSenior Tax Consultant - Flexible Work ArrangementRequires Recent Experience in Public Accounting.Compensation: $160K - $175K Plus Incentives and Benefits.*Sign-On Bonus and Relocation Assistance Available.Full-Time Hybrid Role Reporting to the Main Office.Carrie Rikon & Associates, LLC, a well-established public accounting firm in South Florida,...


  • Miami, Florida, United States International Tax Search Full time

    The international tax professionals of the firm are responsible for advising clients on international tax operations, including cross-border controversy, international policy advisory, international tax quantitative services, internal restructuring and refinancing.Due to continued demand, our client seeks a number of International Corporate Tax Advisory...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States CyberCoders Full time

    Location: Remote options availableOverview:The Senior Tax Consultant position is vital for a reputable accounting firm that focuses on Trust & Estate, High Net Worth (HNW), and Ultra High Net Worth (UHNW) tax services. In this role, you will act as a primary client service leader and a trusted advisor for a diverse portfolio of clients.Key...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States CyberCoders Full time

    Location: Remote options availableOverview:The Senior Tax Consultant position is vital for a reputable accounting firm focusing on Trust & Estate, High Net Worth (HNW), and Ultra High Net Worth (UHNW) tax services. In this role, you will act as a primary client service leader and a trusted advisor for a diverse portfolio of clients.Key Responsibilities:Build...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States Interactive Accountants LLC Full time

    Job OverviewPosition: Senior Tax ConsultantQualifications:Bachelor's degree in accounting is preferred but not mandatory.Must possess either Enrolled Agent Designation or CPA certification.A minimum of 3 years of experience as a tax preparer in an accounting firm is required.Comprehensive understanding of federal tax regulations, laws, and accounting...


  • Miami, Florida, United States Kunin Associates Full time

    Job OverviewPosition Summary:Kunin Associates, a prominent public accounting firm, is in search of a meticulous and knowledgeable Senior Tax Consultant with expertise in nonprofit taxation to enhance their tax division. This position entails the preparation and evaluation of tax returns for nonprofit entities, ensuring adherence to both federal and state tax...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States CyberCoders Full time

    Location: Remote options availableOverview:The Senior Tax Manager position is essential for a distinguished accounting firm focusing on Trust & Estate, High Net Worth (HNW), and Ultra High Net Worth (UHNW) tax services. In this role, you will act as a primary client service leader and a trusted advisor for a diverse portfolio of clients.Key...


  • Miami, Florida, United States CyberCoders Full time

    Location: Remote options availableOverview:The Senior Tax Manager position is essential for a professional accounting firm that focuses on Trust & Estate, High Net Worth (HNW), and Ultra High Net Worth (UHNW) tax services. In this role, you will act as a client service leader and a trusted advisor for a diverse portfolio of clients.Key Responsibilities:Build...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States Jobot Full time

    Dynamic CPA firm is seeking an experienced Tax Manager to enhance our teamAbout Us:Our firm, founded with a vision to deliver customized accountancy solutions, has been empowering businesses and non-profits since 2015. We pride ourselves on offering a boutique experience with the expertise typically found in larger firms, all while maintaining competitive...

  • Senior Tax Consultant

    2 weeks ago


    Miami, Florida, United States Jobot Full time

    Dynamic CPA firm in Miami is seeking an experienced Tax Manager to enhance our team.About Us:We are a forward-thinking firm established with the vision of delivering personalized accounting solutions. Since our inception, we have empowered numerous entrepreneurs, private enterprises, and non-profit organizations to achieve their full growth potential through...

  • Tax Partner

    6 days ago


    Miami, Florida, United States RSM Full time

    About the RoleRSM is seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides an opportunity to work with high-performing teams and utilize expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment...

  • Taxation Specialist

    2 weeks ago


    Miami, Florida, United States The Tax Team Inc Full time

    Job DescriptionPosition Overview:The Tax Team Inc is seeking a highly skilled and committed Enrolled Agent (EA) or Certified Public Accountant (CPA) to enhance our Tax department. In this pivotal role, you will deliver extensive tax and financial services to our clientele. Your proficiency will be essential in ensuring adherence to regulations, optimizing...


  • Miami, Florida, United States CRETE PA HOLDCO LLC Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled International Tax Manager to join our team at CRETE PA HOLDCO LLC. As a key member of our tax department, you will be responsible for providing expert tax advice and guidance to our clients.Key ResponsibilitiesConduct thorough reviews of tax returns to ensure accuracy and compliance with relevant...

  • Tax Senior

    6 days ago


    Miami, Florida, United States Carrie Rikon & Associates, LLC. Full time

    Job DescriptionCarrie Rikon & Associates, LLC. is seeking a highly skilled Tax Senior to join our Trust and Estates team. As a Tax Senior, you will be responsible for providing expert tax planning and compliance services to high-net worth individuals and their closely held businesses, estates, family offices, and trusts.Key Responsibilities:Provide...

  • Tax Services Leader

    6 days ago


    Miami, Florida, United States BDO Full time

    Job Summary:A highly experienced Tax Services professional is sought to lead our State and Local Tax (SALT) practice as a Managing Director. This individual will be responsible for providing expert tax advice to clients, identifying opportunities to minimize tax burdens and costs, and staying up-to-date on changes in tax policy and regulations.Key...