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Tax Senior Manager – Family Office

2 months ago

Irvine, North Ayrshire, United Kingdom RSM Full time
About the Role

We are seeking a highly skilled Tax Senior Manager to join our Family Office Enterprise (FOE) practice. As a key member of our team, you will be responsible for providing exceptional tax services to ultra-high net worth families and their family offices.

Key Responsibilities
  • 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.
  • Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation, ensuring the planning and execution of client tax engagements exceed client expectations and RSM profitability thresholds.
  • Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross-line of business to build client relationships and support growth.
  • Participate in prospective client proposals and intentionally plan to build new client relationships.
  • Deliver exceptional talent experience by building collaborative teams, developing, and rewarding team members.
  • Participate in local and national committees focused on building technical expertise and strategic plans.
  • Develop and sustain strong relationships with clients, centers of influence, and other RSM promoters through networking, thought leadership, and community involvement.
Requirements
  • Bachelor's degree in accounting or a business-related field.
  • CPA license in one's principal place of business/home state, licensed J.D., or enrolled agent (with approval from regional tax leader).
  • Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation, including working with family offices and multi-generational families.
  • Proficient in at least one area: entity or 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 lead collaborative teams and manage a book of business that exceeds client expectations.
Preferred Qualifications
  • LL.M. in Taxation and/or Master's in Taxation.
  • Experience with gift and estate taxation.
About RSM

RSM is a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. We offer a competitive benefits and compensation package for all our people, including flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.

We are an Affirmative Action and Equal Opportunity Employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at.

RSM does not intend to hire entry-level candidates who will require sponsorship now or in the future (i.e., F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions, including education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $137,700 - $276,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.