Family Office Enterprise Senior Tax Manager

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Family Office Enterprise Senior Tax Manager
DUTIES: Handle exposure to strategic tax planning, business advisory, and compliance work. Ensure access to specialized training and programs, cutting-edge technology, annual goal setting, career advisors, and coaches with real-time feedback for developmental growth. Be responsible for the following job duties 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. Lead the engagement team focused on entity, individual, fiduciary, and gift/estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds. Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as a 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. Demonstrate alignment with RSM’s core values, vision, and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.

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