Tax Manager – Family Office - Advisory Services

RSM•Chicago, NY

About The Position

Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across generations, these families – and their corresponding family offices - often oversee complex multi-entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures, succession planning, risk, and reporting requirements. RSM’s Family Office Advisory team serves as a trusted partner, supporting families with defining, refining, and evolving their family office structures and operations. Our services include: Family Office Creation – Defining the purpose, vision, and operating model for a first-generation family office, ensuring alignment with the family’s long-term objectives. Family Office Redesign & Generational Transition – Redefining the family office’s strategy, governance, and operations as it transitions across generations or navigates a structural inflection point (e.g., sale of an operating company, embedded-to-standalone conversion, or generational lift-out). Family Office Digital Transformation – Developing a comprehensive strategic technology roadmap for the family office and/or conducting targeted search and selection for specific business applications. Family Office Governance & Succession Planning – Designing and implementing governance frameworks to support ownership transitions, decision-making structures, and next-generation family member engagement. Family Office Strategic Planning – Advising family office leadership on long-term strategy, operational efficiency, risk management, and enterprise alignment via collaborative whiteboarding sessions. RSM’s Family Office Enterprise team is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains, including accounting, finance, human resources, investment operations, tax, technology, risk, and philanthropy. This allows us to deliver scalable solutions that align with the unique needs of each family. The Family Office Advisory Manager will play a hands-on role in shaping and executing client service, internal practice development, and thought leadership. In the short term, this individual will focus on supporting proposal generation, client delivery, internal project management, and thought leadership development. Over time, this person will grow into a market-facing leader, actively engaging in business development and playing a key role in the success of the overall practice.

Requirements

Bachelor’s degree in accounting, finance, or business
M.B.A. or other masters degree in accounting, finance of business
Demonstrated expertise (5+ years) in management consulting and business strategy within the asset management, private equity, or family office industry.
Basic understanding of family offices, including their purpose, structure, and core service offerings.
Exceptional communication and storytelling skills, with the ability to translate complex concepts into clear, persuasive narratives.
Significant proficiency in Microsoft PowerPoint with the ability to develop high-impact presentations that effectively communicate and prioritize strategic recommendations.
Experience executing client engagements, including identifying strategic recommendations and preparing presentations / reports.
Strong project management and stakeholder coordination skills, ensuring seamless collaboration across internal teams and external clients.
Proactive problem solver and strategic thinker, with the ability to synthesize information and develop actionable insights.

Nice To Haves

Entrepreneurial mindset, with the drive to help build and shape a growing practice.
Strategic thinker, capable of connecting big-picture challenges with practical, actionable solutions.
Exceptional communicator and storyteller, skilled at distilling complex concepts into compelling narratives.
Execution-focused professional, who can manage competing priorities and deliver high-quality work under tight deadlines.
Collaborative team player, able to work across disciplines to deliver holistic solutions to family office clients.
Deep family office expertise, including experience with governance structures, business operations, technology solutions, and next-generation family member (i.e., Rising Gen) education.
Familiarity with family office technology platforms (e.g., Sage Intacct, Microsoft Dynamics Business Central, Addepar, Masttro, FundCount, SEI Archway).
Experience advising multi-generational families on governance, risk management, or financial structures.
Advanced certifications such as CPA, CFP, JD, or other relevant designations.

Responsibilities

Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office’s people, process, technology, and governance.
Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.
Contribute to the evolution of RSM’s family office advisory offerings, shaping frameworks, methodologies, and best practices.
Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.
Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market research.
Assist in proposal generation and business development efforts, helping to refine engagement scope and pricing models.
Gain increasing responsibility in client engagements, evolving from execution-focused support to leading advisory relationships.
Take an active role in business development, cultivating long-term relationships with clients and external partners.
Grow into a market-facing leader, advising some of the world’s most sophisticated family offices.
Develop deep expertise in family office governance, operations, and strategy, positioning yourself as a sought-after industry resource.
Expand visibility within the family office industry, contributing to thought leadership publications, speaking engagements, and conference panels.
Play a key role in mentoring and developing the next generation of family office advisors within RSM.