Overview In this Tax Senior Manager role within RSM's Family Office Enterprise practice, you will advise ultra-high net worth families on tax strategy, compliance, and wealth planning, leading engagements and building client relationships. You'll work within a cross-functional team to deliver integrated tax services and support firm growth. You will mentor and coordinate engagement teams while contributing to committees and thought leadership. This position offers a defined career path, specialized training, and opportunities to influence family office tax strategy at scale.
Compensation / Benefits- competitive benefits and compensation package
- flexibility in your schedule
- total rewards program
- opportunity for discretionary bonus
Responsibilities- Advise on full spectrum of tax services for family offices and multi-generational families (structuring, succession, wealth transfer, compliance)
- Lead engagement teams across entity, individual, fiduciary, and gift/estate taxation and ensure engagement planning and execution meet client expectations and profitability thresholds
- Anticipate client needs and collaborate with specialists and cross-line of business to grow relationships
- Participate in prospective client proposals and develop new client relationships
- Foster exceptional talent experience by leading collaborative teams and rewarding performance
- Participate in local and national committees to build technical expertise and strategic plans
- Develop and sustain relationships with clients and centers of influence through networking and thought leadership
- Align with RSM's values and act as an enterprise leader to empower teams across the firm
Key requirements- Bachelor's degree in accounting or business-related field
- CPA license in principal place of business/home state, licensed J.D. or enrolled agent (with approval)
- Minimum 8 years in public accounting with emphasis on private client taxation incl. family offices and multi-generational families
- Proficient in entity or individual and fiduciary taxation with understanding of complex investments and tax implications
- Familiar with multi-state taxation
- Strong communication skills and ability to lead teams and manage a significant book of business
- strong communication (written and verbal)
- leadership and mentorship
- collaborative mindset
- entity taxation
- individual taxation
- fiduciary taxation
