Tax Manager – Family Office

RSM US LLP•Boston, MA

1d•$95,400 - $180,400•Hybrid

About The Position

RSM’s Family Office Enterprise practice helps ultra-high-net-worth families define and sustain their vision across family offices, operating businesses, and investment structures. It provides integrated services and insights across 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 structuring and modeling, succession planning, wealth transfer planning, and tax compliance. The role manages tax engagement teams and engagements, collaborates with specialists and senior leaders, mentors team members, supports growth opportunities, and builds strong client and advisor relationships. RSM offers exposure to strategic tax planning, business advisory, and compliance work, along with specialized training, technology, career development, performance feedback, and coaching.

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 should include managing client engagements.
Proficiency in at least one area of entity, individual, or fiduciary taxation, and understanding of complex investments and their 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 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 handling entity, individual, fiduciary, and gift and estate taxation, including planning and executing client tax engagements.
Collaborate with 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.