Tax Senior Manager - Family Office

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

Benefits offered by this job

Discretionary bonus

Flexible schedule

Competitive benefits package

Job summary

RSM US LLP in Houston seeks a senior tax professional to advise ultra-high net worth families on structuring, wealth transfer and compliance. You will lead engagements across entity, individual, fiduciary and gift/estate taxation and collaborate with cross‑discipline experts to grow client relationships.

The role emphasizes leadership, thought leadership and delivering exceptional service to sophisticated family offices. Competitive rewards and development opportunities are included.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader).
• Minimum of 8 years of experience in public accounting with focus on private client taxation and family offices.
• Proficient in entity or individual and fiduciary taxation with investments understanding.
• Familiar with multi-state taxation.
• Strong communication skills with ability to lead teams and manage a high-scope book.

Responsibilities

• Advise family office and multi-generational families on tax services including structuring, wealth transfer, and compliance.
• Lead engagement team across entity, individual, fiduciary and gift/estate taxation; drive growth and profitability.
• Collaborate with colleagues in specialty tax areas and cross line of business to build client relationships.
• Participate in prospective client proposals and build new client relationships.
• Develop teams and foster talent; participate in committees to build technical expertise.
• Develop relationships with clients and centers of influence through networking and thought leadership.
• Align with RSM values and empower the team across the firm as an enterprise leader.

Skills

Strong communication skills

Team leadership

Client relationship building

Education

Bachelor’s degree in accounting or business-related field

CPA license

LL.M. in Taxation / Master’s 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 Access to specialized trainings and programs, cutting edge technology, annual goal setting, career 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
• CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
• 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

Benefits

• 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 also maintaining your ability to serve clients.
• Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

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