RSM's rapidly growing Family Office Enterprise team is looking to hire a dynamic experienced professional. Our Family Office Enterprise team focuses on single, multi and virtual family offices as well as families that are approaching a liquidity event who may benefit from family office structuring. This cross line of business team collaborates to assist our clients during all stages of the family office life cycle including creation, sustainability and restructuring. Our enterprise team of professionals take a holistic approach through consulting regarding governance, family education and communication, philanthropy, risk management, privacy / data security and technology outsourcing.
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
As an experienced professional, you will be responsible for the following job duties which are focused on 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 cross line of business to build client relationships and support growth
- Participate in prospective client proposals and intentionally plan to build new client relationships
- Delivers 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
- Demonstrates 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
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 (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. Most recent years should include experience in leading all aspects of client engagements and driving growth
- 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
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
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, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $126,100 - $253,000
