Senior Tax Manager, Family Office & Wealth

RSM US LLP; Baltimore (MD); Hybrid; USD 126,000 - 253,000; Full time

Benefits offered by this job

Discretionary bonus

Total rewards package

Job summary

RSM US LLP in the United States seeks a Tax Senior Manager to lead private client taxation for family offices and multi-generational families. You will supervise engagements covering entity, individual, fiduciary and gift/estate tax work.

The role emphasizes strategic tax planning, client development and collaboration across lines of business to grow relationships and drive value for clients. A CPA/EA/attorney license or equivalent is required with 8+ years in public accounting.

Qualifications

• Bachelor's degree in accounting or business-related field required.
• Minimum of 8 years public accounting experience focused on private client taxation.
• Active CPA, Enrolled Agent, Attorney license, or approved equivalent.

Responsibilities

• Advise family offices on tax services including structuring, wealth transfer, and compliance.
• Lead engagement teams across entity, individual, fiduciary, and gift/estate tax work.
• Collaborate with colleagues in specialty tax areas to grow client relationships.

Skills

Tax planning

Client leadership

Cross-functional collaboration

Education

Bachelor's degree in accounting or business-related field

Job description

RSM US LLP in the United States seeks a Tax Senior Manager to lead private client taxation for family offices and multi-generational families. You will supervise engagements covering entity, individual, fiduciary and gift/estate tax work.

The role emphasizes strategic tax planning, client development and collaboration across lines of business to grow relationships and drive value for clients. A CPA/EA/attorney license or equivalent is required with 8+ years in public accounting.