Tax Manager - Family Office

RSM US LLP; Austin (TX); On-site; USD 95,400 - 180,400; Full time

Job summary

RSM US LLP, a leading professional services firm, seeks a Senior Tax professional for its Family Office Enterprise practice in Austin, TX. You will advise ultra-high-net-worth families on tax planning, compliance, and wealth strategies, while leading engagements and mentoring staff.

The role requires 5+ years in public accounting or family office taxation, CPA/EA/JD, and strong communication skills. A diverse client base and opportunity for growth are offered with a discretionary bonus potential.

Qualifications

• Bachelor's degree in accounting or business
• CPA, EA, or JD required
• Minimum of 5 years of experience in public accounting or a family office with emphasis on taxation
• Proficient in at least one tax area with understanding of investments and tax implications
• Familiar with multi-state taxation
• Strong communication skills and ability to work in a collaborative team and handle multiple tasks

Responsibilities

• Advise single-family, multi-family and virtual-family office clients on tax services including structuring, modeling, succession planning, wealth transfer planning and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client tax engagements
• Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop and sustain strong relationships with clients and other professional advisors through outstanding client service

Skills

Tax advisory

Client engagement

Multi-state taxation

Communication skills

Collaboration

Education

CPA/EA/JD

Bachelor's degree in accounting or business

Job description

Overview

We are a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential. We foster an environment that inspires and empowers personal and professional growth. RSM seeks to be distinctive in culture and talent experience.

RSM's Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures. We understand the goals of ultra-high net worth families with customized, integrated Cross-Line of Business services, technology and insights. We support clients along their wealth journey, offering solutions across the family office lifecycle—from creation to transformation—with governance, family education, risk management, privacy/data security and technology outsourcing.

As a member of the FOE team, you will have the following to support your professional journey:

• Exposure to strategic tax planning, business advisory and compliance work

• A customized, well-defined career path to match your professional goals

• Access to specialized trainings and programs, cutting-edge technology, annual goal setting, performance advisors and coaches with real-time feedback for development

Responsibilities

• 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

• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, including planning and execution of client tax engagements

• Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation

• Provide leadership, training and career mentorship to staff and supervisor level team members

• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

• Develop and sustain strong relationships with clients and other professional advisors through outstanding client service

Basic Qualifications

• Bachelor's degree in accounting or business-related field

• CPA, EA, or JD required

• Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation. Most recent years should include experience in managing client engagements

• Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications

• Familiar with multi-state taxation

• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications

• Experience with private client or business taxation with a desire to grow skills in the private client family office arena

• Experience working with family office clients or experience working in a family office

• Experience with gift and estate taxation

Benefits and Compensation

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands while serving clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

Equal Employment Opportunity and Accommodation

RSM is an equal opportunity employer. All applicants will be considered for employment without discrimination or harassment based on race, color, creed, religion, sex, sexual orientation, HIV status, national origin, ancestry, marital status, age, disability, citizenship, political affiliation, medical condition, or any other characteristic protected by applicable law. Accommodation for applicants with disabilities is available upon request during the recruitment process and/or employment. For assistance, call 800-274-3978 or email [e-mail].

RSM does not intend to hire entry-level candidates who will require sponsorship now or in the future. Qualified applicants who have 1–2 years of progressive and relevant work experience in a similar role may be eligible for hire as an experienced associate.

RSM will consider applicants with arrest or conviction records. For those living in California or applying to a position in California, additional information is available. The salary range for this role is $95,400 – $180,400 and may vary based on factors such as education, experience, location, and skills. Selected candidates may be eligible for a discretionary bonus based on firm and individual performance.