Tax Manager - Family Office

About This Role

This Tax Manager role focuses on providing comprehensive tax services to ultra-high net worth families and their family offices. It involves strategic tax planning, business advisory, and compliance work, requiring technical expertise and a collaborative approach to client service.

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
• CPA, EA, or JD required
• 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 taxation

Benefits

• Exposure to strategic tax planning, business advisory, and compliance work
• A customized well-defined career path to match your professional goals
• Access to specialized trainings and programs, cutting edge technology, annual goal setting, performance advisors, and coaches with real-time feedback for developmental growth
• Discretionary bonus based on firm and individual performance

About the Company

RSM is a leading provider of professional services to the middle market globally, aiming to instill confidence in a world of change and empower 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.