Financial Consulting Supervisor – Family Office

RSM US LLP

. Serve as a key point of contact for clients and advisors, supporting accounting, reporting, tax-related information requests, and family office needs .

Posted 10/23/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $85,100 - $161,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting and finance, with a strong understanding of U.S. federal and state income tax principles for high-net-worth individuals. Proven ability to lead teams, enhance client service, and utilize automation tools for operational efficiencies.

Highest-signal resume keywords

Bachelor's Degree In Accounting Or FinanceStrong Understanding Of U.S. Federal And State Income Tax PrinciplesExperience Supporting Private Clients And/or High-Net-Worth IndividualsProficiency With Microsoft OfficeExperience With Automated Accounting And Reporting Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement ReviewVariance AnalysisJournal Entry ReviewReconciliationPartnership AllocationsInvestment AccountingAccounting Write-Up WorkBudgetingResource PlanningDecision-Making

Soft Skills

Excellent Written And Oral Communication SkillsStrong Analytical SkillsOrganizational SkillsTime-Management Skills

Tools & Technologies

Microsoft OfficeSage IntacctNetSuiteBlackLineRampBILLAddeparMasttro

Certifications & Qualifications

CPA

Industry Keywords

Family Office ServicesHigh-Net-Worth IndividualsInvestment EntitiesComplex Ownership StructuresInternal ControlsOperational Efficiencies

About the role

Key responsibilities & impact

Serve as a key point of contact for clients and advisors, supporting accounting, reporting, tax-related information requests, and family office needs
Lead, manage, and coach global team members
Support period-end close processes across multiple legal entities, including reviewing journal entries, reconciliations, intercompany activity, partnership allocations, capital accounts, and investment and capital transactions
Review financial statements, management reports, and investment-related reporting across multiple entities
Perform variance and actual-to-budget analysis
Identify opportunities to enhance client service, strengthen relationships, expand services, improve operational efficiencies, internal controls, and reporting processes
Use and promote emerging technologies, automation tools, AI-enabled solutions, and the firm's technology stack
Define and document repeatable methodologies, procedures, and templates
Assist with engagement budgeting and resource planning while monitoring project progress, timelines, and performance
Participate in assessments, implementations, and onboarding activities for new clients
Collaborate with tax, investment, legal, and other advisors to deliver integrated family office services
Participate in business development activities, prospective client meetings, and proposal processes

Requirements

What you’ll need

Bachelor's degree in Accounting or Finance
Excellent written and oral communication skills
Strong analytical, decision-making, organizational, and time-management skills
Experience supporting private clients and/or high-net-worth individuals
Strong understanding of U.S. federal and state income tax principles related to high-net-worth individuals, trusts, partnerships, and investment entities
Proficiency with Microsoft Office, including Word, Excel, and Outlook
Exposure to investment accounting, partnership allocations, investment entities, and complex ownership structures preferred
Experience preparing and reviewing accounting write-up work and financial statements preferred
Experience with automated accounting and reporting systems such as Sage Intacct, NetSuite, BlackLine, Ramp, or BILL preferred
Addepar or Masttro experience preferred but not required
CPA preferred but not required
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future

Benefits

Comp & perks

Competitive benefits and compensation package
Hybrid workstyle with in-person connection and flexibility
Professional development and advancement opportunities
Discretionary bonus based on firm and individual performance
Reasonable accommodation for people with disabilities