Tax Senior Manager- Family Office

8-10 yrs required

Full-time

No

Tax Senior Manager- Family Office

- Full-time position with competitive benefits and compensation package
- Purpose of role is to instill confidence in a world of change and empower clients and people to reach their full potential
- Opportunity to work with exceptional people in an inclusive and talent-driven culture
- Focus on providing cross-line of business services, technology, and insights to ultra-high net worth families
- Customized and integrated solutions for family office lifecycle, including governance, education, risk management, and technology outsourcing
- Exposure to strategic tax planning, business advisory, and compliance work
- Career path tailored to individual professional goals
- Access to specialized training, cutting-edge technology, and career advisors and coaches
- Responsible for advising family office and multi-generational families on tax services such as structuring, succession planning, and wealth transfer
- Lead engagement team in entity, individual, fiduciary, and gift/estate taxation
- Collaborate with colleagues in specialty tax areas and cross-line of business to build client relationships and support growth
- Participate in new client proposals and networking opportunities
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters
- Demonstrates alignment with RSM's core values, vision, and strategy as an enterprise leader
- Must have a Bachelor's degree in accounting or business-related field and CPA license or enrolled agent
- Minimum of 8 years of experience in public accounting with an emphasis on private client taxation and leading client engagements
- Proficient in at least one area of taxation and familiar with multi-state taxation
- Strong communication skills and ability to lead collaborative teams and manage client expectations
- Preferred qualifications include . in Taxation and/or Master's in Taxation and experience with gift and estate taxation
- RSM offers a competitive benefits and compensation package, including generous time off and flexibility in schedule to balance personal and professional demands
- Affirmative Action and Equal Employment Opportunity employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities
- Compensation range of $137,300 - $299,000

Not mentioned

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

Not mentioned

Bachelor's degree in accounting or business-related field

Apply through company website or email resume to [contact person name] at [email address]

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