Tax Senior Manager, Family Office

RSM US LLP • Chicago, IL

2d • $126,100 - $253,000 • Hybrid

About The Position

RSM is hiring an experienced professional for its 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 lines of business to support clients throughout the family office life cycle, including creation, sustainability and restructuring. Its holistic consulting services include governance, family education and communication, philanthropy, risk management, privacy and data security, and technology outsourcing.

The role advises family offices and multigenerational families on tax services, leads tax engagements, develops client relationships and supports the growth of the practice. The position also includes developing team members, contributing to technical and strategic committees, and serving as an enterprise leader. RSM describes most roles as hybrid, with team members aligned to an office and meeting in person when it supports clients, teams, development or relationship-building; some roles may be virtual or primarily on-site depending on requirements and 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 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 must include leading all aspects of client engagements and driving growth.
• Proficiency in at least one area—entity taxation or individual and fiduciary taxation—and 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 that meets 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 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 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.
• Demonstrate alignment with RSM’s core values, vision and strategy, empowering people to work together productively 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