Tax Technology Manager - FamilySight Implementation

RSM • Chicago, IL

14h

About The Position

RSM is hiring a Tax Technology Manager to implement and support FamilySight, its cloud-based solution for family offices. FamilySight provides a comprehensive view of financial data and portfolio analysis, with configurable technology features, data integration, interactive financial statements, reporting, and automated tax preparation and workflows. The role leads client implementations from onboarding through transition readiness, while building client relationships and delivering ongoing support and education. The manager coordinates internal teams, clients, vendors, development teams, and offshore resources; tracks project plans, milestones, issues, and risks; and contributes to implementation policies, procedures, and training materials. The position requires a bachelor’s degree and at least five years of relevant client-facing implementation or related experience. The compensation range is $95,400–$180,400, with eligibility for a discretionary bonus based on firm and individual performance.

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.
• 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 leverage 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 with wealth reporting, family office, or investment operations environments.

Responsibilities

• Build strong client relationships and deliver a high-quality, white-glove experience through implementation and ongoing support.
• Develop 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 status reporting and communication to stakeholders.
• Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet agreed specifications and expectations.
• Facilitate problem solving among clients, internal teams, and vendors; identify issues, coordinate resolutions, and escalate 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 support continuity, clear ownership, and implementation readiness.
• Support development of policies, procedures, and training materials for new products and implementation processes.

Benefits

• Competitive benefits and compensation package.
• Flexibility in your schedule to help balance life’s demands while serving clients.
• Eligibility for a discretionary bonus based on firm and individual performance.

What This Job Offers

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