Tax Supervisor – Advisory Services

RSM US LLP

Family Office Advisory Supervisor shaping client services and internal practice development at RSM. Leading strategic recommendations and enhancing family office advisory offerings.

Posted 7/16/2026full-timeChicago • California, Illinois, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $82,400 - $155,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in management consulting and business strategy within the family office industry, with strong capabilities in communication, project management, and strategic recommendation development.

Highest-signal resume keywords

Management ConsultingBusiness StrategyFamily Office ExpertiseMicrosoft PowerPoint ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Engagement ExecutionStrategic Recommendation DevelopmentMetrics TrackingWorkflow OptimizationMarket Research

Soft Skills

Exceptional CommunicationStorytelling SkillsProactive Problem SolvingStrategic ThinkingStakeholder Coordination

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business

Industry Keywords

Family OfficeAsset ManagementPrivate EquityGovernanceBest Practices

About the role

Key responsibilities & impact

Support the overall execution 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 office’s 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 RSM’s family office advisory offerings, shaping frameworks, methodologies, and best practices.
Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing 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.

Requirements

What you’ll need

Bachelor’s degree in accounting, finance, or business
Demonstrated expertise (4+ 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 high-impact 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.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options
Discretionary bonus based on firm and individual performance