Private Client Services Tax Manager - Family Office Details

Private Client Services Tax Manager - Family Office

RSM US LLP - Houston, TX

Employment Type : Full-Time

Private Client - Family Office – Manager

RSM’s Private Client practice is looking for a dynamic tax manager to join our Family Office team. At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.

Our community of professionals is focused on your success. As part of the team, you will have the following to support you in your professional journey:

• exposure to strategic tax planning, business advisory and compliance work
• a customized well-defined career path to match your professional goals
• access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth

Our Family Office team focuses on families who have established family offices and ultra-high net worth family enterprises. We collaborate with our clients during all stages of the family office life cycle including creation, sustainability and restructuring. In addition to tax services, our team of professionals take a holistic approach through assistance with governance, family education and communication, risk management, privacy / data security and technology outsourcing. As a tax manager, you will be responsible for the following, which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service:

• 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
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements
• 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

Basic Qualifications:

• 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
• Minimum of 5 years of experience working in public accounting with an emphasis on taxation. Most recent years should include experience in managing client engagements
• 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) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications:

• LL.M. in Taxation and/or Master’s in Taxation
• 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 experience working in a family office
• Experience with gift and estate taxation

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.