Tax Manager Family Office

About This Role

Working with ultra-high net worth families, the Tax Manager advises on a full spectrum of tax services, including structuring, succession planning, wealth transfer, and tax compliance. This role involves managing engagement teams, collaborating with specialists, and providing leadership and mentorship to junior team members, all while driving growth opportunities and sustaining strong client relationships.

Responsibilities

• 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, including 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

Requirements

• Bachelor's degree in accounting or business-related field
• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
• 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

Nice to have:

• 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

About the Company

RSM is a leading provider of professional services to the middle market globally, focused on instilling confidence in a world of change and empowering clients and people to realize their full potential. Its dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business, and investment structures.