Tax Senior Manager, Family Office — Hybrid Growth

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

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.