Tax Technology Manager – FamilySight Implementation

RSM US LLP

. Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support .

Posted 10/15/2026full-timeUnited 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 client-facing implementation and project management within wealth technology and financial services, ensuring effective communication and relationship management. Proficient in coordinating cross-functional teams and delivering high-quality client support and education.

Highest-signal resume keywords

Client Relationship ManagementProject CoordinationWealth Technology ExperienceAnalytical Problem-SolvingCommunication 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

Project PlanningDocumentationIssue TrackingTime ManagementTraining Development

Soft Skills

Client Service OrientationCollaborationAdaptabilityMeeting FacilitationStakeholder Management

Tools & Technologies

Market Technology ToolsVideo ConferencingTraining Materials

Industry Keywords

Family OfficeFinancial ServicesWealth ReportingImplementation Processes

About the role

Key responsibilities & impact

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 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 status reporting and communication
Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet specifications and expectations
Facilitate problem solving across clients, internal teams, and vendors by identifying issues, coordinating resolution, and escalating risks
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
Support development of policies, procedures, and training materials for new products and implementation processes

Requirements

What you’ll need

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
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
Proficiency in current market technology tools and development, with 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
Must meet applicable U.S. work authorization requirements; RSM does not intend to hire entry-level candidates requiring sponsorship now or in the future

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Discretionary bonus based on firm and individual performance
Reasonable accommodation for applicants with disabilities