Tax Technology Manager - FamilySight Implementation

rsm; Chicago (IL); Ibrido; USD 110.000 - 140.000; Tempo pieno

Descrizione del lavoro

RSM is seeking a seasoned Implementation professional to drive end-to-end client deployments of FamilySight and related wealth technology services. You will manage onboarding, coordination with vendors and internal teams, and ensure a high-quality client experience in a hybrid work environment.

The role requires 5+ years in client-facing implementations within wealth, family office, or financial services, with strong communication and problem-solving skills.

Competenze

• Bachelor's degree and 5+ years of client-facing implementation experience in wealth technology, family office, financial services, or related fields.
• Excellent client service, relationship management, and service orientation with a commitment to high-quality client experience.
• Demonstrated ability to collaborate with clients, senior management, internal teams, vendors, and global resources in both in-person and remote environments.
• Strong conceptual, analytical, and problem-solving abilities to address complex implementation challenges.
• Proficiency in current market technology tools and development, with ability to learn new systems.
• Strong project coordination and organizational skills, including documentation, prioritization, time management, and deadline management.

Mansioni

• Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support.
• Develop extensive knowledge of FamilySight and RSM's tech-enabled services to effectively support clients and internal teams.
• Lead end-to-end client implementations, including onboarding, kickoff meetings, project planning, scheduling, testing, documentation, training, and transition readiness.
• Manage project execution by maintaining plans, tracking issues, monitoring milestones, and providing status reporting to stakeholders.
• Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to meet specifications.
• Facilitate problem solving across clients, internal teams, and vendors by identifying issues and escalating risks as needed.
• Provide ongoing client and internal-team support and education via meetings, demonstrations, video conferencing, phone, email, and training materials.
• Plan and participate in sales-to-post-sales handoff activities to ensure continuity and implementation readiness.
• Support development of policies, procedures, and training materials related to new products and implementation processes.

Conoscenze

Client service

Relationship management

Communication

Problem solving

Project coordination

Documentation

Formazione

Bachelor's degree

Descrizione del lavoro

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.

FamilySight is RSM's innovative, cloud-based technology solution that provides family offices with a comprehensive view of critical data and holistic portfolio analysis. Tailored to each family's needs, RSM's proprietary technology solution will analyze business and personal data to provide interactive financial statements, comprehensive reporting, and automated tax preparation and workflow streams. Core technology features may be selected based on each client's most pressing needs through data integration.

Responsibilities

• Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support.
• Develop extensive knowledge of FamilySight and RSM's tech-enabled services to effectively support clients and internal teams.
• Lead end-to-end client implementations, including onboarding, kickoff meetings, project planning, scheduling, testing, documentation, training, and transition readiness.
• Manage project execution by maintaining plans, tracking issues, monitoring milestones, and providing consistent status reporting and communication to internal and external stakeholders.
• Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet agreed-upon specifications and expectations.
• Facilitate problem solving across clients, internal teams, and vendors by identifying issues, coordinating resolution, and escalating risks when appropriate.
• Provide ongoing client and internal-team support and education through meetings, demonstrations, video conferencing, phone, email, and training materials.
• Plan and participate in sales-to-post-sales handoff activities to ensure continuity, clear ownership, and implementation readiness.
• Support the development of policies, procedures, and training materials associated with new products and implementation processes.

Position Qualifications and Skill Set

• Bachelor's degree and 5+ years of client-facing implementation, wealth technology, family office, financial services, or related experience.
• Excellent client service, relationship management, and service orientation, with a commitment to delivering a high-quality client experience.
• Demonstrated ability to collaborate with clients, senior management, internal teams, vendors, and global resources in both in-person and remote environments.
• Strong conceptual, analytical, and problem-solving abilities, with the ability to address complex organizational and implementation challenges.
• Proficiency in current market technology tools and development, with the ability to learn and leverage new systems.
• Strong project coordination and organizational skills, including documentation, prioritization, time management, issue tracking, and managing multiple deadlines.
• Excellent verbal and written communication, meeting facilitation, training, and stakeholder management skills.
• Ability to work under pressure, manage competing priorities, meet deadlines, and adapt to flexible work requirements.
• Experience with wealth reporting, family office, or investment operations environments.

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.

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