Tax Senior Manager – Family Office

RSM • Miami, FL

1d • Hybrid

About The Position

RSM’s Family Office Enterprise practice supports ultra-high-net-worth families across family offices, operating businesses, and investment structures. The practice provides 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 and compliance, leads client engagements and teams, and contributes to client relationship development and practice growth. The role includes exposure to strategic tax planning and business advisory work, as well as access to specialized training, technology, career planning, performance advisors, coaches, and developmental feedback. Most roles at RSM follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it supports client, team, development, or relationship needs; some roles may be virtual or primarily onsite depending on requirements.

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 pre-approved alternative certification meeting RSM requirements.
• At least 8 years of public accounting experience, emphasizing private client taxation and 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, with an 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 exceeding 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 tax engagements that meet client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with specialty tax and cross-line-of-business colleagues 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 contribute to an exceptional talent experience.
• Participate in local and national committees focused on technical expertise and strategic plans.
• Build and sustain relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
• Demonstrate alignment with RSM’s core values, vision, and strategy, and empower people to work together productively across the firm.

Benefits

• Competitive benefits and compensation package.
• Eligibility for a discretionary bonus based on firm and individual performance.
• Access to specialized training and programs, cutting-edge technology, annual goal setting, performance advisors, coaches, and real-time developmental feedback.
• Customized, well-defined career path aligned with professional goals.

What This Job Offers

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