Senior Tax Manager, Family Office & Wealth Planning

RSM US LLP; Chicago (IL); On-site; USD 126,100 - 253,000; Full time

Job summary

RSM US LLP seeks a Tax Senior Manager to lead family office and multi-generational client engagements, providing tax planning, compliance, and governance insights. You will mentor teams, develop client relationships, and contribute to growth across the firm.

You will collaborate with specialists in cross-line areas, manage complex tax matters, and drive strategic initiatives within the FOE practice.

Qualifications

• Bachelor's degree in accounting or business-related field.
• CPA license in principal place of business/home state.
• Minimum of 8 years of experience in public accounting with emphasis on private client taxation.
• Experience leading client engagements and driving growth.
• Knowledge of multi-state taxation and complex investments.

Responsibilities

• Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance.
• Lead the engagement team focused on entity, individual, fiduciary and gift/estate taxation.
• Anticipate client needs and collaborate with colleagues in specialty tax areas and cross line of business to build client relationships and growth.
• Participate in prospective client proposals and plan to build new client relationships.
• Deliver exceptional talent experience by building collaborative teams and rewarding members.
• Develop and sustain relationships with clients and other promoters through networking and thought leadership.
• Demonstrates alignment with RSM's core values and strategy while empowering teams across the firm.

Skills

Communication skills

Tax planning and compliance

Leadership / team management

Education

Bachelor's degree in accounting or business-related field

CPA license

LL.M. in Taxation

Master's in Taxation

Job description

RSM US LLP seeks a Tax Senior Manager to lead family office and multi-generational client engagements, providing tax planning, compliance, and governance insights. You will mentor teams, develop client relationships, and contribute to growth across the firm.

You will collaborate with specialists in cross-line areas, manage complex tax matters, and drive strategic initiatives within the FOE practice.