Tax Manager – Family Office

RSM • Boston, MA

1d • Hybrid

About The Position

RSM’s Family Office Enterprise (FOE) practice supports ultra-high-net-worth families across their family offices, operating businesses, and investment structures. The practice 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 services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance. The role manages client tax engagements and engagement teams, collaborates with specialists and senior leaders, supports business growth, and develops staff. RSM describes its work style as generally hybrid, with team members aligned to an office and meeting in person when it supports 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.
• CPA, EA, or JD credential required.
• At least 5 years of experience in public accounting or a family office, with an emphasis on taxation; recent years 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 handle multiple tasks simultaneously.

Nice To Haves

• Experience with private client or business taxation and an interest in developing 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 working 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.
• Work with senior leadership to identify and 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 trainings and programs.
• Customized, well-defined career path aligned with professional goals.
• Annual goal setting, performance advisors, coaching, and real-time developmental feedback.
• Exposure to strategic tax planning, business advisory, and compliance work.

What This Job Offers

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