Tax Manager – Family Office

RSM US LLP

. Advise single-family, multi-family, and virtual-family office clients and multi-generational families on structuring, modeling, succession planning, wealth transfer planning, and tax compliance .

Posted 10/23/2026full-timeFort Lauderdale • Florida • United StatesMid-LevelSenior💰 $95,400 - $180,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in tax compliance, wealth transfer planning, and succession planning for diverse client types, including multi-generational families and family offices. Proven ability to manage client engagements and mentor team members while fostering strong client relationships.

Highest-signal resume keywords

CPATax ComplianceClient Engagement ManagementMulti-State TaxationWealth Transfer Planning

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

Entity TaxationIndividual TaxationFiduciary TaxationGift TaxationEstate TaxationSuccession PlanningComplex Investments Tax ImplicationsPublic Accounting ExperienceFamily Office ExperienceTax Engagement Planning

Soft Skills

LeadershipCommunicationCollaborationMentorshipClient Service

Certifications & Qualifications

CPAEAJD

Industry Keywords

Multi-Family OfficeSingle-Family OfficeTaxationWealth ManagementPublic Accounting

About the role

Key responsibilities & impact

Advise single-family, multi-family, and virtual-family office clients and multi-generational families on structuring, modeling, succession planning, wealth transfer planning, and tax compliance
Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation
Plan and execute client tax engagements
Collaborate with RSM specialists on estate and gift planning and taxation, state and local taxation, and international taxation
Provide leadership, training, and career mentorship to staff and supervisor-level team members
Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
Develop and sustain strong relationships with clients and other professional advisors through outstanding client service

Requirements

What you’ll need

Bachelor’s degree in accounting or business-related field
CPA, EA, or JD required
Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation
Most recent years should include experience in managing client engagements
Proficient in at least one area: entity, 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 work in a collaborative team and handle multiple tasks simultaneously
Preferred: experience with private client or business taxation and desire to grow skills in private client family office work
Preferred: experience working with family office clients or in a family office
Preferred: experience with gift and estate taxation
Entry-level candidates requiring sponsorship now or in the future will not be hired

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
Discretionary bonus based on firm and individual performance
Hybrid workstyle with in-person connection and flexibility based on client, team, development, and relationship-building needs