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RSM US LLP

Tax Manager – Family Office, Advisory Services

RSM US LLP

Family Office Advisory Manager at RSM supporting affluent families with strategic guidance and custom advisory services. Responsibilities include executing client engagements and developing internal practice initiatives.

Posted 5/2/2026full-timeNew York City • California, Illinois, New York, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $95,400 - $180,400 per yearWebsite

About the role

Key responsibilities & impact
  • Support the overall execution of family office client engagements
  • Develop insights and strategic recommendations for family offices
  • Prepare, communicate, and present client reports and written deliverables
  • Contribute to the evolution of RSM’s family office advisory offerings
  • Manage internal practice development initiatives
  • Assist in proposal generation and business development efforts

Requirements

What you’ll need
  • Bachelor’s degree in accounting, finance, or business
  • M.B.A. or other master's degree in accounting, finance or 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
  • Significant proficiency in Microsoft PowerPoint and ability to develop presentations
  • Strong project management and stakeholder coordination skills
  • Proactive problem solver and strategic thinker

Benefits

Comp & perks
  • Competitive benefits and compensation package
  • Flexibility in your schedule to balance life’s demands
  • Access to professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
management consultingbusiness strategyproject managementstakeholder coordinationpresentation development
Soft Skills
communication skillsstorytelling skillsproblem solvingstrategic thinking
Certifications
Bachelor's degreeM.B.A.