Tax Senior Manager- Family Office

Min 8 yrs required

Full-time

No

Summary:

Job Title: Tax Senior Manager - Family Office
Salary Range: $137,300 - $299,000
Experience: Minimum 8 years of experience in public accounting with emphasis on private client taxation

Job Description:
- Responsible for providing a full spectrum of tax services to family office and multi-generational families, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance
- Lead engagement team in entity, individual, fiduciary, and gift/estate taxation, exceeding client expectations and profitability thresholds
- Collaborate with colleagues in specialty tax areas and across lines of business to anticipate client needs and support growth
- Participate in prospective client proposals and actively build new client relationships
- Deliver exceptional talent experience by building collaborative teams and developing and rewarding team members
- Participate in local and national committees to build technical expertise and strategic plans
- Develop and maintain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement
- Demonstrate alignment with RSM's core values, vision, and strategy, and serve as an enterprise leader

Basic Qualifications:
- Bachelor's degree in accounting or business-related field
- CPA license, ., or enrolled agent (with approval from regional tax leader)
- Minimum of 8 years of experience in public accounting with emphasis on private client taxation, including experience in leading all aspects of client engagements and driving growth
- Proficiency in at least one area: entity or individual and fiduciary taxation with understanding of complex investments and related tax implications
- Familiarity with multi-state taxation
- Strong communication skills (written and verbal) and ability to lead collaborative teams and manage a book of business

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

At RSM, we offer a competitive benefits and compensation package, including personalized programming for physical, emotional, financial, and community well-being. We also offer flexibility in schedules to balance work and personal life. RSM is an Affirmative Action and Equal Opportunity employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities.

SEO Friendly Job Title: Tax Senior Manager - Family Office

H1 Heading: Join Our Team at RSM - Tax Senior Manager for Family Office Clients

H2 Heading: Empower Families with Your Tax Expertise as a Senior Manager at RSM

Bold Headlines:
- Join an Exceptional Community of Professionals at RSM
- Build Your Career with a Customized Path and Supportive Environment
- Make a Difference for Ultra-High Net Worth Families at RSM's Family Office Enterprise Practice
- Lead and Collaborate with Talented Teams to Deliver Exceptional Client Service
- Thrive Personally and Professionally with RSM's Comprehensive Benefits and Flexible Schedule

Not specified

Competitive benefits and compensation package, personalized, holistic programming for physical, emotional, financial and community wellbeing, generous time off policy, flexibility in schedule, self-managed time off, and more.

Not specified

Bachelor's degree in accounting or business-related field.

Interested candidates can apply through the company's website or by contacting the HR department.

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