Tax Manager – Family Office

About the role

RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their family office, operating business, and investment structures. We meet our clients where they are along their wealth journey and assist with solutions across the family office lifecycle.

Responsibilities

• Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements
• Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Requirements

• Bachelor’s degree in accounting or business-related field
• CPA, EA, or JD required
• Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation
• Most recent years should include experience in managing client engagements
• Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Qualifications

• Bachelor’s degree in accounting or business-related field
• CPA, EA, or JD required
• Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation
• Most recent years should include experience in managing client engagements
• Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Skills

• Strategic tax planning
• Business advisory
• Tax compliance
• Estate and gift planning
• State and local taxation
• International taxation

Benefits

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.