Tax Manager - Family Office

RSM • Irvine, CA

22h • Hybrid

About The Position

RSM’s Family Office Enterprise practice supports ultra-high-net-worth families across their family offices, operating businesses, and investment structures, providing customized services throughout the family office lifecycle. 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 engagement teams covering entity, individual, fiduciary, and gift and estate taxation. The Tax Manager collaborates with RSM specialists and senior leadership, develops client relationships, and provides leadership, training, and mentorship to staff and supervisors. RSM describes a hybrid workstyle as typical for most roles, with employees aligned to an RSM office and meeting in person when appropriate for client work, teams, development, or relationship-building; some roles may be virtual or primarily on-site depending on requirements.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• One of the following: active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification that meets RSM requirements.
• At least 5 years of experience in public accounting or a family office, with an emphasis on 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 work collaboratively, 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 single-family, multi-family, and virtual-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 pursue 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 with real-time developmental feedback.
• Customized, well-defined career path aligned with professional goals.

What This Job Offers

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