Tax Technology Manager - FamilySight Implementation
About The Position
RSM is hiring a Tax Technology Manager to lead client implementations of FamilySight, its cloud-based technology solution for family offices. FamilySight provides a comprehensive view of critical data and holistic portfolio analysis, using business and personal data to deliver interactive financial statements, comprehensive reporting, automated tax preparation, and workflow streams. Technology features can be selected to meet each client’s needs through data integration. The role leads implementations from onboarding through transition readiness and supports clients and internal teams after implementation. It involves coordinating stakeholders, managing project plans and issues, facilitating problem resolution, providing training and education, and supporting the development of implementation processes and materials. The position requires strong client service, project coordination, communication, analytical, and problem-solving capabilities, as well as relevant client-facing implementation or financial-services experience.
Requirements
- Bachelor’s degree.
- At least 5 years of client-facing implementation, wealth technology, family office, financial services, or related experience.
- Excellent client service, relationship management, and service orientation, with a commitment to a high-quality client experience.
- Ability to collaborate with clients, senior management, internal teams, vendors, and global resources in in-person and remote environments.
- Strong conceptual, analytical, and problem-solving abilities, including the ability to address complex organizational and implementation challenges.
- Proficiency with current market technology tools and development, and ability to learn and use new systems.
- Strong project coordination and organizational skills, including documentation, prioritization, time management, issue tracking, and managing multiple deadlines.
- Excellent verbal and written communication, meeting facilitation, training, and stakeholder management skills.
- Ability to work under pressure, manage competing priorities, meet deadlines, and adapt to flexible work requirements.
Nice To Haves
- Experience in wealth reporting, family office, or investment operations environments.
Responsibilities
- Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support.
- Develop extensive knowledge of FamilySight and RSM’s technology-enabled services to support clients and internal teams.
- Lead end-to-end client implementations, including onboarding, kickoff meetings, project planning, scheduling, testing, documentation, training, and transition readiness.
- Manage project execution by maintaining plans, tracking issues, monitoring milestones, and providing consistent status reports and communications to internal and external stakeholders.
- Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet agreed specifications and expectations.
- Facilitate problem solving across clients, internal teams, and vendors by identifying issues, coordinating resolution, and escalating risks when appropriate.
- Provide ongoing client and internal-team support and education through meetings, demonstrations, video conferencing, phone, email, and training materials.
- Plan and participate in sales-to-post-sales handoff activities to ensure continuity, clear ownership, and implementation readiness.
- Support development of policies, procedures, and training materials related to new products and implementation processes.
Benefits
- Competitive benefits and compensation package.
- Flexibility in scheduling to help balance life’s demands while serving clients.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
