Tax Senior 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-timeUnited StatesSenior💰 $126,100 - $253,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private client taxation, including entity, individual, fiduciary, and gift/estate taxation, while effectively leading client engagements and building strong relationships with multi-generational families and family offices.

Highest-signal resume keywords

Active CPA LicensePrivate Client TaxationClient Engagement LeadershipMulti-State TaxationLL.M. in Taxation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceSuccession PlanningWealth Transfer PlanningEntity TaxationIndividual TaxationFiduciary TaxationGift TaxationEstate TaxationComplex Investments Tax ImplicationsPublic Accounting Experience

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationTeam LeadershipClient Relationship BuildingCollaboration

Certifications & Qualifications

Active Enrolled Agent LicenseActive Attorney LicenseMaster’s in Taxation

Industry Keywords

Family OfficesMulti-Generational FamiliesPublic AccountingTax EngagementsNetworkingThought LeadershipCommunity Involvement

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
Build client relationships and support business growth
Participate in prospective client proposals and plan to 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 while empowering enterprise-wide collaboration

Requirements

What you’ll need

Bachelor’s degree in accounting or business-related field
One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including working with 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, with an 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 that exceeds client expectations
LL.M. in Taxation and/or Master’s in Taxation preferred
Experience with gift and estate taxation preferred
RSM does not intend to hire entry level candidates who will require sponsorship now or in the future (i.e. F-1 visa holders)

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 alignment to an RSM office and in-person collaboration when it best supports clients, teams, development or relationship-building
Reasonable accommodation for people with disabilities