Tax Manager – Family Office

Website RSM US LLP

RSM is the leading provider of assurance, tax and consulting services to the middle market.

As a Tax Manager, you will be responsible for the following job duties which are focused on 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

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