Tax Manager – Family Office

RSM US LLP • Miami, FL

1d • $95,400 - $180,400 • Hybrid

About The Position

RSM’s Family Office Enterprise practice supports ultra-high-net-worth families across family office, operating business, and investment structures. The practice provides customized, integrated services throughout the family office lifecycle, including governance, family education, risk management, privacy and data security, and technology outsourcing.

The Tax Manager advises single-family, multi-family, and virtual-family office clients and multigenerational families on tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance. The role manages client tax engagements and teams, collaborates with specialists and senior leaders, and develops relationships with clients and other professional advisors. RSM describes most roles as hybrid, with team members aligned to an RSM office and in-person work determined by client, team, development, and relationship needs.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• CPA, EA, or JD required.
• At least 5 years of experience in public accounting or a family office, with an emphasis on taxation; recent experience must include managing client engagements.
• Proficiency in at least one area of entity, individual, or fiduciary taxation, and an understanding of complex investments and their tax implications.
• Familiarity with multistate taxation.
• Strong written and verbal communication skills, ability to work collaboratively, and ability to handle multiple tasks simultaneously.

Nice To Haves

• Experience with private client or business taxation and a desire to grow skills in the private client family office arena.
• Experience working with family office clients or working in a family office.
• Experience with gift and estate taxation.

Responsibilities

• Advise family office clients and multigenerational families on tax structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift and estate taxation, including planning and executing client tax engagements.
• Collaborate with RSM specialists on 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.
• Collaborate with senior leadership to identify and drive growth opportunities with existing clients and prospects.
• Develop and sustain strong relationships with clients and other professional advisors through outstanding client service.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Access to specialized training and programs, cutting-edge technology, annual goal setting, performance advisors and coaches, and real-time developmental feedback.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager