Tax Senior Manager – Family Office

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

Benefits offered by this job

Hybrid work model

Discretionary bonus

Job summary

RSM US LLP is seeking a seasoned professional to advise ultra-high net worth families on tax planning, structuring, wealth transfer, and compliance. The role leads engagement teams across entity and fiduciary taxes, ensuring client satisfaction and firm profitability.

Ideal candidates have 8+ years in public accounting with private client taxation, multi-state experience, and strong communication. The role supports hybrid work and offers a discretionary bonus as part of the compensation package.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• CPA license in state of residence or EA license or Attorney license or pre-approved equivalent.
• Minimum of 8 years in public accounting with private client taxation focus including family offices.
• Proficient in entity, individual and fiduciary taxation; knowledge of complex investments.
• Familiar with multi-state taxation; strong communication and client-management skills.

Responsibilities

• Advise family office and multi-generational families on tax services including structuring, planning and compliance.
• Lead engagement teams across entity, individual, fiduciary and estate taxes to meet client expectations and profitability targets.
• Collaborate with colleagues in specialty tax and cross-line-of-business to grow client relationships.
• Participate in client proposals and pursue new business opportunities.
• Foster talent development and lead teams across local and national committees.

Skills

Strategic tax planning

Client relationship management

Team leadership

Written and verbal communication

Education

Bachelor's degree in accounting or business-related field

LL.M. in Taxation

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing. Our Community Of Professionals Is Focused On Your Success. As Part Of The Team, You Will Have The Following To Support You In 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 developmental growth

Job Duties

• 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. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
• Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth
• Participate in prospective client proposals and intentionally plan to build new client relationships
• Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members
• Participate in local and national committees focused on building technical expertise and strategic plans
• Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement
• Demonstrates alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader

Basic Qualifications

• Bachelor’s degree in accounting or business-related field
• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements.
• Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with family offices and multi-generational families. Most recent years should include experience in leading all aspects of client engagements and driving growth
• Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations

Preferred Qualifications

• LL.M. in Taxation and/or Master’s in Taxation
• Experience with gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our people.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail]. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $126,100 - $253,000. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.