Tax Senior 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, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

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 to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing. Our community of professionals is focused on your success.

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, career advisors and coaches with real time feedback for developmental growth

As a Tax Senior Manager, you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service:

• Advise 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
• Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth
• Participate in prospective client proposals and intentionally plan to build new client relationships
• Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members
• Participate in local and national committees focused on building technical expertise and strategic plans
• Develop and sustain 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

Basic Qualifications:

• 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
• Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations

Preferred Qualifications:

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

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.

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