Tax Senior Manager – Family Office

RSM US LLP • Washington, DC

1d • $126,100 - $253,000 • Hybrid

About The Position

RSM’s Family Office Enterprise practice serves ultra-high-net-worth families across their family offices, operating businesses, and investment structures. It provides integrated services and insights 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 and wealth-transfer planning, and tax compliance. The role leads client engagement teams and delivers client service while contributing to relationship development, practice growth, staff development, and firmwide strategic initiatives.

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 a pre-approved alternative certification that meets 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, 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 degree 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 handling entity, individual, fiduciary, and gift and estate taxation, including planning and executing engagements that meet client expectations and RSM profitability thresholds.
• Anticipate client needs and collaborate with specialty tax colleagues and other business lines to build client relationships and support growth.
• Participate in prospective-client proposals and intentionally develop new client relationships.
• Build collaborative teams and develop and reward team members.
• Participate in local and national committees focused on technical expertise and strategic plans.
• Develop 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 help people work together productively across the firm.

Benefits

• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.
• Exposure to strategic tax planning, business advisory, and compliance work.
• Customized, well-defined career path aligned with professional goals.
• Access to specialized training and programs, cutting-edge technology, annual goal setting, performance advisors and coaches, and real-time developmental feedback.
• Hybrid workstyle for most roles, with in-person collaboration when it supports clients, teams, development, or relationship-building.

What This Job Offers

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