Tax Manager Family Office - Advisory Services

We have over 90 offices across the US and while we would love for you to sit near one of them we are also open to remote/hybrid options.

Affluent families and their family offices face increasingly complex challenges in managing safeguarding and growing their wealth. Whether derived from successful business ventures or inherited across generations these families and their corresponding family offices often oversee complex multientity structures and diverse investment portfolios within tiered ownership structures requiring strategic guidance and customized advisory services to navigate family dynamics governance structures succession planning risk and reporting requirements.

RSMs Family Office Advisory team serves as a trusted partner supporting families with defining refining and evolving their family office structures and operations. Our services include:

Family Office Creation Defining the purpose vision and operating model for a firstgeneration family office ensuring alignment with the familys longterm objectives.

Family Office Redesign & Generational Transition Redefining the family offices strategy governance and operations as it transitions across generations or navigates a structural inflection point (e.g. sale of an operating company embeddedtostandalone conversion or generational liftout).

Family Office Digital Transformation Developing a comprehensive strategic technology roadmap for the family office and/or conducting targeted search and selection for specific business applications.

Family Office Governance & Succession Planning Designing and implementing governance frameworks to support ownership transitions decisionmaking structures and nextgeneration family member engagement.

Family Office Strategic Planning Advising family office leadership on longterm strategy operational efficiency risk management and enterprise alignment via collaborative whiteboarding sessions.

RSMs Family Office Enterprise team is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains including accounting finance human resources investment operations tax technology risk and philanthropy. This allows us to deliver scalable solutions that align with the unique needs of each family.

The Family Office Advisory Manager will play a handson role in shaping and executing client service internal practice development and thought leadership. In the short term this individual will focus on supporting proposal generation client delivery internal project management and thought leadership development. Over time this person will grow into a marketfacing leader actively engaging in business development and playing a key role in the success of the overall practice.

Key Responsibilities for Today

• Support the overall of family office client engagements under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
• Develop insights and strategic recommendations for family offices identifying opportunities to enhance the offices people process technology and governance.
• Prepare communicate and present client reports and written deliverables synthesizing complex ideas into clear compelling narratives.
• Contribute to the evolution of RSMs family office advisory offerings shaping frameworks methodologies and best practices.
• Manage internal practice development initiatives overseeing metrics tracking workflow optimization and knowledgesharing efforts.
• Support family office thought leadership efforts including drafting articles developing conference materials and engaging in market research.
• Assist in proposal generation and business development efforts helping to refine engagement scope and pricing models.

What the Role Offers LongTerm

• Gain increasing responsibility in client engagements evolving from executionfocused support to leading advisory relationships.
• Take an active role in business development cultivating longterm relationships with clients and external partners.
• Grow into a marketfacing leader advising some of the worlds most sophisticated family offices.
• Develop deep expertise in family office governance operations and strategy positioning yourself as a soughtafter industry resource.
• Expand visibility within the family office industry contributing to thought leadership publications speaking engagements and conference panels.
• Play a key role in mentoring and developing the next generation of family office advisors within RSM.

What We Look For

• Entrepreneurial mindset with the drive to help build and shape a growing practice.
• Strategic thinker capable of connecting bigpicture challenges with practical actionable solutions.
• Exceptional communicator and storyteller skilled at distilling complex concepts into compelling narratives.
• Executionfocused professional who can manage competing priorities and deliver highquality work under tight deadlines.
• Collaborative team player able to work across disciplines to deliver holistic solutions to family office clients.

Basic Qualifications:

• Bachelors degree in accounting finance or business
• M.B.A. or other masters degree in accounting finance of business
• Demonstrated expertise 5 years) in management consulting and business strategy within the asset management private equity or family office industry.
• Basic understanding of family offices including their purpose structure and core service offerings.
• Exceptional communication and storytelling skills with the ability to translate complex concepts into clear persuasive narratives.
• Significant proficiency in Microsoft PowerPoint with the ability to develop highimpact presentations that effectively communicate and prioritize strategic recommendations.
• Experience executing client engagements including identifying strategic recommendations and preparing presentations / reports.
• Strong project management and stakeholder coordination skills ensuring seamless collaboration across internal teams and external clients.
• Proactive problem solver and strategic thinker with the ability to synthesize information and develop actionable insights.

Preferred Qualifications:

• Deep family office expertise including experience with governance structures business operations technology solutions and nextgeneration family member (i.e. Rising Gen) education.
• Familiarity with family office technology platforms (e.g. Sage Intacct Microsoft Dynamics Business Central Addepar Masttro FundCount SEI Archway).
• Experience advising multigenerational families on governance risk management or financial structures.
• Advanced certifications such as CPA CFP JD or other relevant designations.