Tax Partner- Family Office

We are the 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. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Role:

No two family enterprises are the same. Each reflects a unique combination of family, ownership, businesses, investments, family office structures, philanthropic interests and other assets and priorities. At RSM, we look at the family enterprise as a whole, recognizing that these elements are interconnected and continue to evolve across generations. Our Family Enterprise Practice is grounded in the perspective that there is no one-size-fits-all approach. We seek to understand the family, what they have built, what matters to them and what they want to accomplish. From there, we bring together capabilities across RSM based on the needs of the broader enterprise, helping families navigate complexity, steward their interests, pursue their goals and sustain their legacy for generations to come.

As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients. 

Job Responsibilities:

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions; 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

• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations. 

• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues. 

• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm. 

• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity. 

• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations. 

• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities. 

• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience. 

• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders. 

• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes. 

Minimum Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university. 

• Active CPA license or equivalent professional credential in the state of residence or primary office. 

• Minimum of twelve(12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients. 

• Strong computer skills, including proficiency in Microsoft Excel. 

• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards. 

• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means. 

• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment. 

• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment. 

• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation. 

• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs. 

Preferred Qualifications:

• Experience serving family enterprises, family offices, or multi-family offices in a tax, advisory, wealth management, or family office environment.
• Demonstrated expertise in one or more core areas including partnership taxation, flow-through entities, trusts and estates, fiduciary taxation, estate and gift tax, or complex family office structures.
• Experience advising clients on governance, succession planning, family office operations, multigenerational wealth transfer, and business transition strategies.
• Proven ability to cultivate and expand relationships with centers of influence, including attorneys, bankers, investment professionals, and other trusted advisors.
• Established business development success, including developing new client relationships, expanding existing engagements, and generating referral-driven growth.
• Experience delivering sophisticated tax planning and advisory services to closely held businesses, family-owned enterprises, and complex ownership structures.
• Strong understanding of global tax issues impacting individuals, trusts, estates, and family enterprises, including cross-border planning considerations (preferred for Global Family Enterprise opportunities).
• Prior experience with a Big Four, national accounting firm, family office, multi-family office, private wealth advisory firm, or wealth management organization.
• Demonstrated ability to translate complex technical concepts into practical business advice while building trusted advisor relationships with executive-level clients.
• Collaborative leadership style with a strong emphasis on teamwork, mentorship, relationship building, and cross-functional client service.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is 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 800-274-3978 or send us an email at careers@rsmus.com.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.