Tax Manager Family Office
Tax Manager Family Office
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Job Description
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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office operating business and investment structures. We seek to understand the goals of ultrahigh net worth families with our customized and integrated CrossLine 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 followingtosupport you in your professional journey:
Exposure to strategic tax planning business advisory and compliance work
A customized welldefined 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 singlefamily multifamily and virtualfamily office clients and multigenerational 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 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:
Bachelors degree in accounting or businessrelated 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 multistate 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 offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at 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; predisposing 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 ator send us an email at .
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F1 visa holders). If you are a recent U.S. college / university graduate possessing 12 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 RSMs 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 employees 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: $92600 $174900Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Required Experience:
Manager
Employment Type
Full-Time
