Family Office Tax Manager — Wealth Planning Lead

RSM US LLP; Boston (MA); Hybrid; USD 95,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

RSM US LLP in Boston is seeking a Tax Manager to deliver comprehensive tax services to family office clients, including structuring, planning, and compliance. You will lead engagements and mentor staff in a collaborative environment.

The role emphasizes cross-border and multi-state taxation with opportunities to partner with senior leaders on growth opportunities, all within a hybrid work model that supports client needs and professional development.

Qualifications

• Bachelor’s degree in accounting or business-related field is required.
• CPA, EA, or JD required.
• Minimum of 5 years of experience in public accounting or a family office with an emphasis on taxation.

Responsibilities

• Advise single-family, multi-family and virtual-family office clients 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.

Skills

Public accounting

Taxation

Communication

Multistate tax

Leadership

Education

Bachelor’s degree

CPA/EA/JD

Job description

RSM US LLP in Boston is seeking a Tax Manager to deliver comprehensive tax services to family office clients, including structuring, planning, and compliance. You will lead engagements and mentor staff in a collaborative environment.

The role emphasizes cross-border and multi-state taxation with opportunities to partner with senior leaders on growth opportunities, all within a hybrid work model that supports client needs and professional development.