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Tax Manager – Private Wealth Advisory

2 months ago

Houston, Texas, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Manager to join our Private Wealth Advisory team at RSM US LLP. As a Tax Manager, you will play a key role in providing exceptional tax services to our family office clients, helping them navigate complex tax laws and regulations.

Key Responsibilities
  • Advise high net worth individuals and families on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
  • Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client tax engagements.
  • Collaborate with RSM specialists on 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 a 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, including experience in managing client engagements.
  • Proficient in at least one area: entity, individual, and fiduciary taxation, with an understanding of complex investments and 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.
Preferred Qualifications
  • 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.
About RSM US LLP

RSM US LLP is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. We offer a competitive benefits and compensation package for all our people, including flexibility in your schedule to balance life's demands.