Tax Senior 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 in providing solutions across the family office lifecycle.

Responsibilities

• Advises family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Leads the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, planning and executing client tax engagements that exceed client expectations and RSM profitability thresholds.
• Anticipates client needs and collaborates with RSM colleagues in specialty tax areas as well as cross-line of business to build client relationships and support growth.
• Participates in prospective client proposals and intentionally plans to build new client relationships.
• Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members.
• Participates in local and national committees focused on building technical expertise and strategic plans.
• Develops and sustains strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
• Demonstrates alignment with RSM’s core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.

Requirements

• Bachelor’s degree in accounting or business-related field.
• CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader).
• Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including working with family offices and multi-generational families. Most recent years should include experience in leading all aspects of client engagements and driving growth.
• Familiarity with multi-state taxation and strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.

Qualifications

• LL.M. in Taxation and/or Master’s in Taxation preferred.
• Experience with gift and estate taxation preferred.

Skills

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.

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.

Pay

Compensation Range: $126,100 - $253,000

Schedule

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.