Tax Manager – Family Office

RSM • Fort Lauderdale, FL

1d • Hybrid

About The Position

RSM’s Family Office Enterprise practice serves ultra-high-net-worth families across family offices, operating businesses, and investment structures. It provides integrated services and insights throughout the family office lifecycle, including governance, family education, risk management, privacy and data security, and technology outsourcing. The practice offers professionals exposure to strategic tax planning, business advisory, and compliance work, along with specialized training, career development support, and access to technology and coaching.

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 leads engagement teams handling entity, individual, fiduciary, gift, and estate taxation. The manager collaborates with RSM specialists and senior leadership, supports team development, and builds relationships with clients and other professional advisors. Compensation ranges from $95,400 to $180,400, with eligibility for a discretionary bonus based on firm and individual performance.

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, emphasizing taxation; recent experience should include managing client engagements.
• Proficiency in at least one area of entity, individual, or fiduciary taxation, and an understanding of complex investments and related tax implications.
• Familiarity with multi-state taxation.
• Strong written and verbal communication skills, ability to collaborate on a team, and ability to handle multiple tasks simultaneously.

Nice To Haves

• Experience with private client or business taxation and an interest in growing 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 handling entity, individual, fiduciary, gift, and estate taxation, including planning and execution of client tax engagements.
• Collaborate with specialists in 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 pursue growth opportunities with existing clients and prospects.
• Develop and sustain 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.
• Specialized training and programs, a customized career path, annual goal setting, performance advisors, and coaching with real-time developmental feedback.
• Access to cutting-edge technology.

What This Job Offers

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