Tax Manager – Family Office

Role Overview

• Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation
• Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Requirements

• Bachelor’s degree in accounting or business-related field
• CPA, EA, or JD required
• Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation
• Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications
• Familiar with multi-state taxation
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Benefits

• Flexibility in your schedule, empowering you to balance life’s demands
• Specialized trainings and programs
• Cutting edge technology
• Annual goal setting
• Performance advisors and coaches with real time feedback for developmental growth
• Discretionary bonus based on firm and individual performance