Tax Senior Manager – Family Office

RSM US LLP • Tampa, FL

1d • $126,100 - $253,000 • 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. The practice provides customized, integrated services throughout the family office lifecycle, including governance, family education, risk management, privacy and data security, and technology outsourcing.

The Tax Senior Manager advises family offices and multigenerational families on tax planning, structuring and modeling, succession planning, wealth transfer planning, and tax compliance. The role leads client engagement teams, supports client relationships and business growth, develops team members, contributes to technical and strategic initiatives, and represents RSM through networking, thought leadership, and community involvement. RSM provides exposure to strategic tax planning, business advisory, and compliance work, along with career-path planning, specialized training, technology, goal setting, performance advisors, and developmental feedback.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• An active CPA license in the state of residence, active Enrolled Agent license, active Attorney license, or pre-approved alternative certification meeting RSM requirements.
• At least 8 years of public accounting experience emphasizing private client taxation, including work with family offices and multigenerational families.
• Recent experience leading all aspects of client engagements and driving growth.
• Proficiency in at least one area: entity taxation, or individual and fiduciary taxation; understanding of complex investments and related tax implications.
• Familiarity with multistate taxation.
• Strong written and verbal communication skills, with the ability to lead collaborative teams and manage a book of business while meeting client expectations.

Nice To Haves

• LL.M. in Taxation and/or a Master’s in Taxation.
• Experience with gift and estate taxation.

Responsibilities

• Advise family offices and multigenerational families on tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
• Lead engagement teams focused on entity, individual, fiduciary, and gift and estate taxation; plan and execute client engagements that meet client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with specialty tax colleagues and other lines of business to build client relationships and support growth.
• Participate in prospective-client proposals and plan intentionally to build new client relationships.
• Build collaborative teams, develop and reward team members, and deliver an exceptional talent experience.
• Participate in local and national committees focused on technical expertise and strategic plans.
• Develop and sustain relationships with clients, centers of influence, and RSM promoters through networking, thought leadership, and community involvement.
• Align with RSM’s core values, vision, and strategy, and empower productive collaboration across the firm.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Specialized training and programs.
• Access to cutting-edge technology.
• Annual goal setting, performance advisors, coaches, and real-time developmental feedback.
• Customized, well-defined career path.

What This Job Offers

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