Tax Manager – Family Office

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 unrivaled culture and talent experience, enabling us to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

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 seek to understand the goals of ultra-high-net-worth families with our customized and integrated Cross-Line of Business services, technology, and insights. We meet our clients where they are along their wealth journey and assist in providing solutions across the family office lifecycle—from creation to transformation. Our holistic approach covers governance, family education, risk management, privacy/data security, and technology outsourcing.

As part of the team, you will have the following to support you in your professional journey:

• Exposure to strategic tax planning, business advisory, and compliance work
• A customized, well-defined career path to match your professional goals
• Access to specialized trainings and programs, cutting-edge technology, annual goal setting, performance advisors, and coaches with real-time feedback for developmental growth

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, including 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

Preferred Qualifications

• Experience with private client or business taxation with a desire to grow skills in the private client family office arena
• Experience working with family office clients or experience working in a family office
• Experience with gift and estate taxation

Benefits

RSM offers a competitive benefits and compensation package for all our people. We provide flexibility in your schedule, empowering you to balance life’s demands while maintaining your ability to serve clients. Learn more about our total rewards at RSM Benefits.

Pay

Compensation Range: $95,400 - $180,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.