Senior Tax Manager – Family Office

RSM US LLP

. Advise family offices and multi-generational families on structuring and modeling, succession planning, wealth transfer planning, and tax compliance .

Posted 10/23/2026full-timeMiami • Florida • United StatesSenior💰 $126,100 - $253,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in private client taxation, including family offices and multi-generational families, while effectively leading client engagements and collaborative teams. Proficient in tax compliance, succession planning, and building strong client relationships through networking and thought leadership.

Highest-signal resume keywords

Active CPA LicensePrivate Client TaxationClient Engagement LeadershipMulti-State TaxationStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ComplianceSuccession PlanningWealth Transfer PlanningEntity TaxationIndividual TaxationFiduciary TaxationComplex Investments UnderstandingGift/Estate TaxationPublic Accounting ExperienceClient Engagement Execution

Soft Skills

CollaborationTeam LeadershipClient Relationship ManagementNetworkingThought Leadership

Certifications & Qualifications

Active Enrolled Agent LicenseActive Attorney License

Industry Keywords

Family OfficesMulti-Generational FamiliesTaxationPublic AccountingRSM Core Values

About the role

Key responsibilities & impact

Advise family offices and multi-generational families on structuring and modeling, succession planning, wealth transfer planning, and tax compliance
Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation
Plan and execute client tax engagements exceeding client expectations and RSM profitability thresholds
Anticipate client needs and collaborate with specialty tax and cross-line-of-business colleagues
Participate in prospective client proposals and build new client relationships
Build collaborative teams and develop and reward team members
Participate in local and national committees focused on technical expertise and strategic plans
Develop and sustain relationships with clients, centers of influence, and RSM promoters through networking, thought leadership, and community involvement
Demonstrate alignment with RSM’s core values, vision, and strategy as an enterprise leader

Requirements

What you’ll need

Bachelor’s degree in accounting or business-related field
One of the following required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification meeting RSM requirements
Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including family offices and multi-generational families
Recent experience leading all aspects of client engagements and driving growth
Proficient in at least one area: entity or individual and fiduciary taxation
Understanding of complex investments and related tax implications
Familiar with multi-state taxation
Strong written and verbal communication skills
Ability to lead collaborative teams and manage a book of business exceeding client expectations

Benefits

Comp & perks

Exposure to strategic tax planning, business advisory and compliance work
A customized well-defined career path to match your professional goals
Access to specialized trainings and programs
Cutting edge technology
Annual goal setting, performance advisors and coaches with real time feedback for developmental growth
Competitive benefits and compensation package
Hybrid workstyle with in-person connection and flexibility