Tax Manager – Family Office - Advisory Services

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Base: $95,400 - $180,400; bonus: discretionary bon...
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5+ years management consulting experience
Asset management or private equity background
Expertise in family office structures and governance
** RSM is seeking a Tax Manager for its Family Office Advisory Services, focusing on providing strategic guidance to affluent families navigating complex wealth management challenges. The ideal candidate should possess significant experience in management consulting within the family office or asset management sectors, with strong communication and project management skills. **

Job Summary

  • The role supports affluent families and their family offices in navigating complex challenges related to wealth management, succession planning, and governance.
  • Candidates will play a hands-on role in client delivery, proposal generation, and developing strategic recommendations for evolving family office operations.
  • The position offers long-term growth into a market-facing leader responsible for business development and mentoring the next generation of advisors.

Matching Summary

Match Score: 75

** RSM is seeking a Tax Manager for its Family Office Advisory Services, focusing on providing strategic guidance to affluent families navigating complex wealth management challenges. The ideal candidate should possess significant experience in management consulting within the family office or asset management sectors, with strong communication and project management skills. **

Salary

Base: $95,400 - $180,400; Bonus: Discretionary bonus based on performance; Benefits: Competitive package including flexible schedule

Skills & Requirements

Must-have

  • 5+ years management consulting experience
  • Asset management or private equity background
  • Expertise in family office structures and governance
  • Advanced Microsoft PowerPoint presentation skills

Nice-to-have

  • Entrepreneurial mindset for practice building
  • Experience with family office technology platforms
  • Deep knowledge of multi-generational family dynamics
  • Thought leadership and publication experience

Key Requirements

  • Bachelor's degree in accounting, finance, or business
  • MBA or master's degree preferred
  • CPA, CFP, JD, or similar advanced certification preferred
  • US work authorization required; no sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter