Tax 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 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 single-family, multi-family and virtual-family office clients and

multi-generational families on a full spectrum of tax services including

structuring and modeling, succession planning, wealth transfer planning and

tax compliance

• Manage and oversee the engagement team focused on entity, individual,

fiduciary, and gift / estate taxation.  This includes the planning and

execution of client tax engagements

• Collaborate with RSM specialists regarding 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

Basic Qualifications

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

experience in managing client engagements

• Proficient in at least one area:  entity, 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 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

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: $95,400 - $180,400

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

based on firm and individual performance.