Taxation Expert – Family Office Leadership

3 weeks ago


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

RSM US LLP is a leading provider of professional services to the middle market globally. Our purpose is to empower clients and people to realize their full potential, while maintaining an inclusive culture and talent experience that sets us apart.


Compensation & Benefits

We offer a competitive compensation package for all our professionals, including a base salary range of $92,600 - $174,900 and a discretionary bonus based on firm and individual performance.


Job Description

The Tax Manager role is responsible for advising single-family, multi-family, and virtual-family office clients on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.


Key Responsibilities:
  • Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation.
  • 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.
  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

Requirements & Qualifications:
  • Bachelor's degree in accounting or a business-related field.
  • CPA, EA, or JD required.
  • Minimum 5 years of experience working in public accounting or a family office with an emphasis on taxation.
  • Proficient in at least one area: entity, individual, and fiduciary taxation, with an understanding of complex investments and related tax implications.

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.

Please note that this job description reflects the requirements and qualifications of the position at the time of publication.


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