Tax Technology Manager - FamilySight Implementation

RSM US LLP; San Francisco (CA); On-site; USD 95,000 - 180,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Discretionary bonus

Job summary

RSM US LLP is seeking a seasoned implementation professional to manage client engagements from onboarding through post-implementation support. You will build strong relationships, understand family-office technology solutions, and coordinate internal and external teams to deliver on concrete project milestones.

The role emphasizes hands-on leadership, effective communication, and the ability to manage multiple priorities in a fast-paced environment with flexibility in schedule.

Qualifications

• Excellent client service and relationship management with a focus on a high-quality client experience.
• Ability to collaborate with clients, senior management, internal teams, vendors, and global resources.
• Strong conceptual, analytical and problem-solving abilities for complex implementations.
• Knowledge of wealth reporting, family office or investment operations environments is preferred.

Responsibilities

• Build strong client relationships and deliver a white-glove experience during implementation and support.
• Lead end-to-end client implementations including onboarding, kickoff, planning, testing and training.
• Coordinate engagement staff, client support teams, vendors, and offshore resources to meet specs.
• Maintain plans, track issues, milestones, and provide status reporting to stakeholders.
• Plan sales-to-post-sales handoffs to ensure continuity and readiness.

Skills

Client service

Relationship mgmt

Project coordination

Communication

Stakeholder mgmt

Education

Bachelor's degree

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.

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. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. 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: $95,400 - $180,400

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.