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, 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 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 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

Basic Qualifications:  

• Bachelor’s degree in accounting or business-related field, J.D., LL.M. in taxation and/or Masters in Taxation

• 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

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.  We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.  Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer.  We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and