Senior Tax Manager – Family Office
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: Atlanta Metro Area • Florida • 🇺🇸 United States
Visit company websiteSalary
💰 $126,100 - $253,000 per year
Job Level
Senior
About the role
- Advise family office and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
- Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds
- Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth
- Participate in prospective client proposals and intentionally plan to build new client relationships
- Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members
- Participate in local and national committees focused on building technical expertise and strategic plans
- Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement
Requirements
- Bachelor’s degree in accounting or business-related field
- CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)
- 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.
- Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations
Benefits
- flexibility in your schedule
- empowering you to balance life’s demands
- access to specialized trainings and programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax compliancesuccession planningwealth transfer planningfiduciary taxationentity taxationindividual taxationmulti-state taxationcomplex investmentstax structuringtax modeling
Soft skills
communication skillscollaborative leadershipclient relationship managementteam developmentnetworkingthought leadershipstrategic planningclient engagementproblem-solvinganticipating client needs
Certifications
CPA licenseJ.D.enrolled agent