Tax Senior Manager- Family Office

Min 8 yrs required

Full-time

No

Tax Senior Manager - Family Office:
- Full-time position with competitive benefits and compensation package
- Purpose of the company: to instill confidence in a world of change and empower clients and employees to reach their full potential
- Dedicated Family Office Enterprise (FOE) practice focused on understanding the goals of ultra-high net worth families
- Customized and integrated cross-Line of Business services, technology, and insights
- Holistic approach to governance, family education, risk management, privacy/data security, and technology outsourcing
- Exposure to strategic tax planning, business advisory, and compliance work
- Customized career path with access to specialized trainings and programs
- Opportunity to work with cutting-edge technology, annual goal setting, and career advisors and coaches
- Tax Senior Manager responsibilities include advising family office and multi-generational families on tax services, leading engagement team, anticipating client needs, and participating in new client proposals
- Minimum of 8 years of experience in public accounting with an emphasis on private client taxation, including experience in leading client engagements and driving growth
- Preferred qualifications include . in Taxation and/or Master's in Taxation
- RSM offers a competitive time off policy, wellbeing days, and flexibility in schedule
- Affirmative Action and Equal Employment Opportunity employer
- Accommodation for applicants with disabilities available upon request
- RSM does not sponsor entry level candidates
- Compensation range: $137,300 - $299,000 per year.

Family Office Tax Senior Manager Job Description:

Title: Tax Senior Manager - Family Office

Employment Status: Full-time

Company: RSM

Purpose: To instill confidence in a world of change and empower clients and employees to reach their full potential

Department: Family Office Enterprise (FOE)

Location: Not specified

Salary Range: $137,300 - $299,000 per year

Experience: Minimum of 8 years of experience in public accounting with an emphasis on private client taxation

Education: Bachelor's degree in accounting or business-related field

Certification: CPA license in one's principal place of business/home state, licensed . or enrolled agent (with approval from regional tax leader)

Basic Job Duties:
- Advise family office and multi-generational families on a full spectrum of tax services
- Lead the engagement team focused on entity, individual, fiduciary and gift/estate taxation
- Anticipate client needs and collaborate with RSM colleagues to build client relationships
- Participate in prospective client proposals
- Deliver exceptional talent experience
- Participate in local and national committees
- Develop and sustain strong relationships with clients, centers of influence and other RSM promoters

Preferred Qualifications:
- . in Taxation and/or Master's in Taxation
- Experience with gift and estate taxation

Benefits:
- Competitive benefits and compensation package
- Personalized, holistic programming for physical, emotional, financial, and community wellbeing
- Generous time off policy with at least 14 paid holidays
- Flexibility in schedule
- Affirmative Action and Equal Employment Opportunity employer
- Accommodation for applicants with disabilities available upon request

RSM's Family Office Enterprise (FOE) practice is dedicated to helping ultra-high net worth families achieve their vision across their family office, operating business, and investment structures. As a Tax Senior Manager, you will have the opportunity to work with a team of professionals who are focused on your success. RSM offers a customized career path, access to specialized trainings and programs, cutting-edge technology, and a supportive and inclusive culture. Join us and be a part of an environment that inspires and empowers you to thrive both personally and professionally.

Not specified

Competitive benefits and compensation package, wellbeing programs, time off policy, flexibility in schedule

Not specified

Tax planning, business advisory, compliance, succession planning, wealth transfer planning, tax compliance, entity taxation, individual taxation, fiduciary taxation, multi-state taxation, communication, team management, client relationship building, leadership, strategic planning

Bachelor's degree in accounting or business-related field, CPA license, J.D. license or enrolled agent, LL.M. in Taxation or Master's in Taxation (preferred)

Apply through company website or email

Qualification and Experience Bachelor's degree in accounting or business-related field, CPA license, J.D. license or enrolled agent, LL.M. in Taxation or Master's in Taxation (preferred)

Legal