Tax Senior Manager – Family Office
2 weeks ago
We are seeking a highly skilled Tax Senior Manager to join our Family Office Enterprise (FOE) practice. As a key member of our team, you will be responsible for providing exceptional tax services to ultra-high net worth families and their family offices.
Key Responsibilities- Advise family office and multi-generational families on a full spectrum of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
- Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, ensuring the planning and execution of client tax engagements exceed client expectations and RSM profitability thresholds.
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas and cross-line of business to build client relationships and support growth.
- Participate in prospective client proposals and intentionally plan to build new client relationships.
- Deliver exceptional talent experience by building collaborative teams, developing, and rewarding team members.
- Participate in local and national committees focused on building technical expertise and strategic plans.
- Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
- Bachelor's degree in accounting or a business-related field.
- CPA license in one's principal place of business/home state, licensed J.D., or enrolled agent (with approval from regional tax leader).
- Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including working with family offices and multi-generational families.
- Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations.
- LL.M. in Taxation and/or Master's in Taxation.
- Experience with gift and estate taxation.
RSM 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.
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