Tax Senior Manager, Family Office

RSM • Chicago, IL

1d

About The Position

RSM is hiring an experienced professional for its rapidly growing Family Office Enterprise team. The team serves single, multi, and virtual family offices, as well as families approaching a liquidity event who may benefit from family office structuring. It collaborates across service lines to support clients throughout the family office life cycle, including creation, sustainability, and restructuring, using a holistic approach that may include governance, family education and communication, philanthropy, 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, develops client relationships, and contributes to business growth and the development of collaborative teams. RSM describes a supportive professional environment with exposure to strategic tax planning, business advisory, and compliance work; a customized career path; specialized training and programs; technology; goal setting; career advisors and coaches; and real-time developmental feedback. The role generally follows RSM’s hybrid workstyle: team members are aligned to an RSM office and meet in person when it best supports clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site depending on role requirements and business needs.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• CPA license in the principal place of business or home state, licensed J.D., or enrolled agent status with approval from the regional tax leader.
• 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 meeting 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 and plan and execute client tax engagements covering entity, individual, fiduciary, and gift and estate taxation.
• 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 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.
• 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 while enabling productive collaboration across the firm.

Benefits

• Competitive benefits and compensation package.
• 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, career advisors and coaches, and real-time developmental feedback.

What This Job Offers

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