Family Office Tax Senior Manager (Private Client Expert)

RSM US LLP; Chicago (IL); Hybrid; USD 126,000 - 253,000; Full time

Job summary

RSM US LLP is seeking an experienced tax professional to support its Family Office Enterprise team in Chicago. The role focuses on advising single, multi and virtual family offices, and families approaching liquidity events, on tax structuring and wealth transfer planning.

The candidate will lead engagements across entity, individual, fiduciary and gift/estate taxation, collaborate with cross-functional teams, and participate in business development to build client relationships.

Qualifications

• Bachelor’s degree in accounting or business required.
• CPA license required; Enrolled Agent or J.D. considered an asset.
• Minimum 8 years of public accounting experience with private client taxation.

Responsibilities

• Advise family office and multi-generational families on tax services including structuring and modeling.
• Lead engagements in entity, individual, fiduciary and gift/estate taxation to exceed client expectations.
• Collaborate with colleagues across lines of business to grow client relationships.
• Participate in client proposals and develop new business opportunities.
• Foster team development and contribute to committees on technical strategy.

Skills

Family Office Tax

Private Client Taxation

Tax Planning

Leadership

Client Relationship Management

Education

Bachelor's degree in accounting or business

CPA license

Licensed Enrolled Agent or J.D. (preferred)

Job description

RSM US LLP is seeking an experienced tax professional to support its Family Office Enterprise team in Chicago. The role focuses on advising single, multi and virtual family offices, and families approaching liquidity events, on tax structuring and wealth transfer planning.

The candidate will lead engagements across entity, individual, fiduciary and gift/estate taxation, collaborate with cross-functional teams, and participate in business development to build client relationships.