Tax Manager - Family Office

RSM US LLP • Irvine, CA

2d • $95,400 - $180,400 • Hybrid

About The Position

RSM’s Family Office Enterprise practice provides integrated services to ultra-high-net-worth families across their family offices, operating businesses, and investment structures. Its work spans 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 planning and compliance. The role manages client tax engagements, collaborates with specialists and senior leaders, mentors team members, and builds relationships with clients and other professional advisors.

RSM describes a hybrid workstyle for most roles, with team members aligned to an RSM office and meeting in person when it supports client work, teams, development, or relationship-building. The role offers exposure to strategic tax planning, business advisory, and compliance work, along with specialized training, technology, performance feedback, and career development support.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• An active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification meeting RSM requirements.
• At least 5 years of experience in public accounting or a family office with an emphasis on taxation; recent experience must include managing client engagements.
• Proficiency in at least one area of entity, individual, or fiduciary taxation, with 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 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 working on entity, individual, fiduciary, gift, and estate taxation, including planning and execution of 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 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.
• Cutting-edge technology.
• Annual goal setting, performance advisors, and real-time developmental feedback.
• Customized, well-defined career path.

What This Job Offers

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