Tax Manager Family Office

$92,600 - $174,900/Yr

RSM - Houston, TX

Full-time - Mid Level

Houston, TX

Professional, Scientific, and Technical Services

About the position

As a Tax Manager at RSM, you will play a crucial role in advising ultra-high net worth families and family offices on a comprehensive range of tax services. This position emphasizes collaboration within a dedicated team to deliver exceptional client service while managing client engagements focused on various tax areas including entity, individual, fiduciary, and estate taxation. You will also provide leadership and mentorship to junior staff, driving growth opportunities and maintaining strong client relationships.

Responsibilities

• Advise single-family, multi-family, and virtual-family office clients on a full spectrum of tax services including structuring, succession planning, and tax compliance.
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation.
• Collaborate with RSM specialists on estate and gift planning, 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.

Requirements

• Bachelor's degree in accounting or business-related field.
• CPA, EA, or JD required.
• Minimum of 5 years of experience in public accounting or a family office with an emphasis on taxation.
• Experience managing client engagements.
• Proficient in at least one area: entity, individual, or fiduciary taxation; understanding of complex investments and related tax implications.
• Familiar with multi-state taxation.
• Strong communication skills (written and verbal) with the ability to work in a collaborative team.

Nice-to-haves

• 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 in a family office environment.
• Experience with gift and estate taxation.

Benefits

• Flexible scheduling to balance life demands and client service.
• Competitive benefits and compensation package.
• Access to specialized trainings and programs.
• Cutting-edge technology and performance advisors for developmental growth.