Demo

Tax Manager - Family Office

RSM Global
New York, NY Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/13/2025

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy / data security and technology outsourcing

Our community of professionals is focused on your success. As part of the team, you will have the following to support you in your professional journey :

  • 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

As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service :

  • Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
  • Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements
  • Collaborate with RSM specialists regarding 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 a commitment to outstanding client service
  • Basic Qualifications :

  • 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; with an understanding of complex investments and the related tax implications
  • Familiar with multi-state taxation
  • Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously
  • Preferred Qualifications :

  • Experience with private client or business taxation with a desire to grow skills in the private client family office arena
  • Experience working with family office clients or experience working in a family office
  • Experience with gift and estate taxation
  • At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https : / / rsmus.com / careers / working-at-rsm / benefits.

    All applicants will receive consideration for employment as RSM does not tolerate discrimination and / or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military / Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

    Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment / partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

    RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

    RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

    At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

    Compensation Range : $92,600 - $174,900

    Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

    Salary : $92,600 - $174,900

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Tax Manager - Family Office?

    Sign up to receive alerts about other jobs on the Tax Manager - Family Office career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $141,735 - $180,909
    Income Estimation: 
    $186,150 - $261,080
    Income Estimation: 
    $202,368 - $292,394
    Income Estimation: 
    $186,751 - $256,970
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $73,496 - $93,409
    Income Estimation: 
    $94,538 - $119,494
    Income Estimation: 
    $101,493 - $142,466
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $94,700 - $117,561
    Income Estimation: 
    $174,945 - $229,966
    Income Estimation: 
    $213,108 - $301,697
    Income Estimation: 
    $220,699 - $296,908
    Income Estimation: 
    $61,002 - $75,970
    Income Estimation: 
    $67,563 - $90,175
    Income Estimation: 
    $101,493 - $142,466
    Income Estimation: 
    $152,615 - $211,890
    Income Estimation: 
    $73,496 - $93,409
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at RSM Global

    RSM Global
    Hired Organization Address Cleveland, OH Full Time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
    RSM Global
    Hired Organization Address Houston, TX Full Time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
    RSM Global
    Hired Organization Address Milwaukee, WI Intern
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
    RSM Global
    Hired Organization Address Schaumburg, IL Full Time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...

    Not the job you're looking for? Here are some other Tax Manager - Family Office jobs in the New York, NY area that may be a better fit.

    Office Manager

    Family Office, New York, NY

    Tax Manager | Family Office

    Century Business Services, New York, NY

    AI Assistant is available now!

    Feel free to start your new journey!