Senior Family Office Tax Partner

RSM US LLP; Boston (MA); Hybrid; USD 250,000 - 500,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Job summary

RSM US LLP in Boston seeks a Senior Tax Partner to lead family office tax engagements and advisory services for multi-generational families, aligning strategy across capabilities. You will grow client relationships, mentor teams, and deliver innovative tax solutions for complex needs.

Role emphasizes growth, governance, and cross-firm collaboration, with a flexible hybrid working model and a strong focus on client outcomes. CPA required and significant public accounting experience.

Qualifications

• Bachelor’s degree in Accounting or related field from an accredited university.
• Active CPA license or equivalent professional credential in the state of residence or primary office.
• Minimum of twelve(12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment.

Responsibilities

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; 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
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions; Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements
• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.
• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.
• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.
• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities.
• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.
• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Skills

Client relationship management

Project management

Communication skills

Education

Bachelor’s degree in Accounting or related field

Active CPA license

Tools

Microsoft Excel

Job description

RSM US LLP in Boston seeks a Senior Tax Partner to lead family office tax engagements and advisory services for multi-generational families, aligning strategy across capabilities. You will grow client relationships, mentor teams, and deliver innovative tax solutions for complex needs.

Role emphasizes growth, governance, and cross-firm collaboration, with a flexible hybrid working model and a strong focus on client outcomes. CPA required and significant public accounting experience.