Tax Manager Family Office

Tax Manager 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. 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. Compensation Range: $95,400 - $180,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. 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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io. 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 refer to additional information. #J-18808-Ljbffr