Tax Manager – Family Office - Advisory Services

About the role

RSM is a leading provider of professional services to the middle market globally. Our Family Office Advisory team serves as a trusted partner to affluent families and their family offices, supporting them with defining, refining, and evolving their family office structures and operations.

Responsibilities

• Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
• Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office's people, process, technology, and governance.
• Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.
• Contribute to the evolution of RSM's family office advisory offerings, shaping frameworks, methodologies, and best practices.
• Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.
• Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market research.
• Aid in proposal generation and business development efforts, helping to refine engagement scope and pricing models.

Qualifications

• Bachelor's degree in accounting, finance, or business
• M.B.A. or other masters degree in accounting, finance, or business
• Demonstrated expertise (5+ years) in management consulting and business strategy within the asset management, private equity, or family office industry.
• Basic understanding of family offices, including their purpose, structure, and core service offerings.
• Exceptional communication and storytelling skills, with the ability to translate complex concepts into clear, persuasive narratives.
• Significant proficiency in Microsoft PowerPoint with the ability to develop high-impact presentations that effectively communicate and prioritize strategic recommendations.
• Experience executing client engagements, including identifying strategic recommendations and preparing presentations / reports.
• Strong project management and stakeholder coordination skills, ensuring seamless collaboration across internal teams and external clients.
• Proactive problem solver and strategic thinker, with the ability to synthesize information and develop actionable insights.

Preferred qualifications

• Deep family office expertise, including experience with governance structures, business operations, technology solutions, and next-generation family member (i.e., Rising Gen) education.
• Familiarity with family office technology platforms (e.g., Sage Intacct, Microsoft Dynamics Business Central, Addepar, Masttro, FundCount, SEI Archway).
• Experience advising multi-generational families on governance, risk management, or financial structures.
• Advanced certifications such as CPA, CFP, JD, or other relevant designations.