Tax Manager – Family Office

RSM US LLP

Tax Manager providing expertise in tax services for ultra-high net worth families at RSM. Advising on compliance, structuring, and planning in a collaborative environment.

Posted 5/2/2026full-timeSeattle • Florida, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $95,400 - $180,400 per yearWebsite

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

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
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)
Ability to work in a collaborative team and handle multiple tasks simultaneously

Benefits

Comp & perks

Flexibility in your schedule empowering you to balance life’s demands
Access to specialized trainings and programs
Cutting edge technology
Annual goal setting
Performance advisors and coaches with real time feedback for developmental growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax compliancesuccession planningwealth transfer planningentity taxationindividual taxationfiduciary taxationgift taxationmulti-state taxationcomplex investments

Soft Skills

leadershiptrainingmentorshipclient servicecollaborationcommunicationorganizational skillsmultitasking

Certifications

CPAEAJD