Hybrid Tax Manager, Family Office & Wealth Planning

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

Job summary

RSM is seeking a Tax Manager for its Family Office Enterprise practice in the Boston area. You will advise ultra-high-net-worth families on tax structuring, wealth transfer planning and multi-generational tax strategy while leading engagement teams and collaborating with specialists across state, local and international taxation.

You’ll mentor staff, drive growth opportunities with existing clients, and deliver outstanding client service in a hybrid environment.

Qualifications

• Bachelor’s degree in accounting or business-related field (required).
• CPA, EA, or JD required.
• Minimum of 5 years of public accounting or family office taxation experience, with managing client engagements.
• Experience in entity, individual and fiduciary taxation; multi-state taxation familiarity.

Responsibilities

• Advise single-family, multi-family and virtual-family office clients on tax services including structuring, wealth transfer planning and tax compliance.
• Manage and oversee engagement teams across entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client engagements.
• Collaborate with specialists on estate and gift planning, state/local and international taxation; provide leadership and mentorship to staff.

Skills

Strong communication

Team collaboration

Client service

Education

Bachelor’s degree in accounting or business-related field

CPA/EA/JD

Job description

RSM is seeking a Tax Manager for its Family Office Enterprise practice in the Boston area. You will advise ultra-high-net-worth families on tax structuring, wealth transfer planning and multi-generational tax strategy while leading engagement teams and collaborating with specialists across state, local and international taxation.

You’ll mentor staff, drive growth opportunities with existing clients, and deliver outstanding client service in a hybrid environment.