Tax Senior Manager- Family Office

Min 8 yrs required

Full-time

No

Job Title: Tax Senior Manager- Family Office

Experience: 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

Location: Varies depending on office location

Company: RSM

Department: Family Office Enterprise

Full-time position

Purpose: To provide tax services and advice to ultra-high net worth families and their family offices, with a focus on strategic tax planning, business advisory, and compliance work.

Key Responsibilities:

- 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, ensuring that client tax engagements exceed expectations and meet 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
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement
- Participate in local and national committees to build technical expertise and strategic plans
- Demonstrate 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

Qualifications:

- Bachelor's degree in accounting or business-related field
- CPA license, licensed ., or enrolled agent (with approval from regional tax leader)
- Minimum of 8 years of experience working in public accounting with a focus on private client taxation and 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:

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

At RSM, we value our employees and offer a competitive benefits and compensation package. We prioritize employee well-being by providing personalized, holistic programming for physical, emotional, financial, and community well-being. Our generous time off policy includes at least 14 paid holidays, well-being days, and self-managed time off for associates and above. We also offer flexibility in schedules to help employees balance their personal and professional lives while still serving clients. Learn more about our total rewards at .

RSM is an Affirmative Action and Equal Employment Opportunity employer that is committed to providing equal opportunity and reasonable accommodation for people with disabilities. We do not tolerate discrimination and/or harassment based on race, color, creed, religion, sex, gender identity, sexual orientation, national origin, age, physical or mental disability, citizenship, political affiliation, medical condition, domestic violence victim status, or any other characteristic protected under applicable federal, state, or local law. Accommodations for applicants with disabilities are available upon request in connection with the recruitment process and/or employment/partnership.

RSM is looking for experienced candidates with a minimum of 8 years of relevant work experience, excluding internships, and does not intend to hire entry-level candidates who will require sponsorship now or in the future. However, recent . college/university graduates with 1-2 years of progressive and relevant work experience in the . or their home country may be eligible for hire as an experienced candidate and eligible for sponsorship.

Salary Information:

- Compensation range: $137,300 - $299,000
- Salary will vary depending on experience and location

H1: Tax Senior Manager- Family Office
H2: Join Our Team at RSM

Bullet Points:

- RSM is the leading provider of professional services to the middle market globally
- Our purpose is to instill confidence in a world of change and empower our clients and people to realize their full potential
- Our exceptional people are the key to our unrivaled, inclusive culture and talent experience
- We offer a competitive benefits and compensation package for all our employees
- Our dedicated Family Office Enterprise practice helps define and sustain a family's vision across their family office, operating business, and investment structures
- We offer a customized and integrated approach to governance, family education, risk management, privacy/data security, and technology outsourcing
- Our community of professionals is focused on your success and provides access to specialized trainings and programs, cutting edge technology, and career advisors and coaches
- As a Tax Senior Manager, you will have the opportunity to work on strategic tax planning, business advisory, and compliance work for ultra-high net worth families and their family offices
- We prioritize employee well-being by providing personalized, holistic programming for physical, emotional, financial, and community well-being
- We are committed to providing equal opportunity and reasonable accommodation for people with disabilities and do not tolerate discrimination and/or harassment in the workplace
- We are looking for experienced candidates with a minimum of 8 years of relevant work experience, excluding internships
- Salary will vary depending on experience and location, with a compensation range of $137,300 - $299,000

Not specified

Not specified

Not specified

Bachelor's degree in accounting or business-related field

Interested candidates can apply through the company's website or by emailing their resume and cover letter to the contact person listed.

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