Tax Senior Manager – Family Office

We are the 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. Our exceptional people

are the key to our unrivaled, culture and talent experience and our ability to

be compelling to our clients. You’ll find an environment that inspires and

empowers you to thrive both personally and professionally. There’s no one like

you and that’s why there’s nowhere like RSM.

RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain

a family’s vision across their family office, operating business and investment

structures. We seek to understand the goals of ultra-high net worth families

with our customized and integrated Cross-Line of Business services, technology

and insights. We meet our clients where they are along their wealth journey and

assist to provide solutions across the family office lifecycle. From creation to

transformation, we take a holistic approach to governance, family education,

risk management, privacy/data security and technology outsourcing.

Our community of professionals is focused on your success.  As part of the team,

you will have the following to support you in your professional journey:

• 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

As a Tax Senior Manager, you will be responsible for the following job duties

which are focused around your technical expertise and ability to work on a

collaborative team to deliver excellent client service

• 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.  This includes the planning and execution of client tax

engagements that exceed client expectations and RSM profitability thresholds

• Anticipate client needs and collaborate with RSM colleagues in specialty tax

areas as well as cross line of business to build client relationships and

support growth

• Participate in prospective client proposals and intentionally plan to build

new client relationships

• Delivers 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

• Demonstrates alignment with RSM’s core values, vision and strategy while

empowering people to work together in meaningful and productive ways across

the firm as an enterprise leader

Basic Qualifications

• Bachelor’s degree in accounting or 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.  Most recent years should include experience in

leading all aspects of client engagements and driving growth

• Proficient in at least one area: entity or 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 lead

collaborative teams and manage a book of business that exceeds client

expectations

Preferred Qualifications

• LL.M. in Taxation and/or Master’s in Taxation

• Experience with gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our

people. We offer flexibility in your schedule, empowering you to balance life’s

demands, while also maintaining your ability to serve clients. Learn more about

our total rewards at https://rsmus.com/careers/working-at-rsm/benefits

[https://rsmus.com/careers/working-at-rsm/benefits].

All applicants will receive consideration for employment as RSM does not

tolerate discrimination and/or harassment based on race; color; creed; sincerely

held religious beliefs, practices or observances; sex (including pregnancy or

disabilities related to nursing); gender; sexual orientation; HIV Status;

national origin; ancestry; familial or marital status; age; physical or mental

disability; citizenship; political affiliation; medical condition (including

family and medical leave); domestic violence victim status; past, current or

prospective service in the US uniformed service; US Military/Veteran status;

pre-disposing genetic characteristics or any other characteristic protected

under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in

connection with the recruitment process and/or employment/partnership. RSM is

committed to providing equal opportunity and reasonable accommodation for people

with disabilities. If you require a reasonable accommodation to complete an

application, interview, or otherwise participate in the recruiting process,

please call us at 800-274-3978 or send us an email at careers@rsmus.com

[careers@rsmus.com].

RSM does not intend to hire entry level candidates who will require sponsorship

now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college /

university graduate possessing 1-2 years of progressive and relevant work

experience in a same or similar role to the one for which you are applying,

excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction

records. For those living in California or applying to a position in California,

please click here

[https://rsmus.com/content/dam/rsm/careers/pdf/rsmus_pre-employment-background_checks.pdf]

for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect

their experiences, performance, and skills for their current role. The salary

range (or starting rate for interns and associates) for this role represents

numerous factors considered in the hiring decisions including, but not limited

to, education, skills, work experience, certifications, location, etc. As such,

pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $126,100 - $253,000

Individuals selected for this role will be eligible for a discretionary bonus

based on firm and individual performance.