Senior Manager - Tax - Family Office

About the role:

We are the leading provider of professional services to the middle market globally. RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office, operating business and investment structures.

What you will do:

- Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance

- Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation

- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas to build client relationships and support growth

- Participate in prospective client proposals and intentionally plan to build new client relationships

- Deliver exceptional talent experience by building collaborative teams, developing and rewarding team members

- Participate in local and national committees focused on building technical expertise and strategic plans

- Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement

What we are looking for:

- Bachelors degree in accounting or business-related field

- CPA license, licensed J.D. or enrolled agent

- Minimum of 8 years of experience in public accounting with an emphasis on private client taxation including working with family offices

- Proficient in entity or individual and fiduciary taxation with an understanding of complex investments

- Familiar with multi-state taxation

- Strong communication skills with the ability to lead collaborative teams and manage a book of business

Preferred Qualifications:

- LL.M. in Taxation and/or Masters in Taxation

- Experience with gift and estate taxation

- Mandatory EA certification required

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