Tax Senior Manager – Family Office

About RSM US LLP Stay Alert: Avoid Recruitment Scams Across industries, cybercriminals are posing as company recruiters using fake job postings and employment offers to trick people into providing personal information or payment. Be alert and never provide personal/financial information or payment to anyone claiming to offer a job opportunity. During the recruiting process, RSM US will never: • Ask you for payment to process documents, purchase equipment, or for any other reason. • Request your banking or credit card information • Send you a check to purchase your own equipment If you believe you are a victim of a job scam, it’s recommended that you report it to law enforcement, contact your financial institution and notify the website in which the job was listed. --- RSM is the leading provider of assurance, tax and consulting services to the middle market. With over 17,000 professionals across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. At RSM, we strive to deeply understand the full picture of an employee’s individual skills and passions. Our culture empowers you to own your career to reach your goals and make a meaningful impact on the world around you. Gain limitless opportunities to grow forward personally and professionally. Don’t just go forward. #GrowForwardatRSM For more information, visit rsmus.com Learn how you can #GrowForwardatRSM visit www.rsmus.com/careers

RSM US LLP

Experience the power of being understood.

AccountingAuditConsultingTax ServicesPrivate EquityIndustrial ProductsConsumer ProductsFinancial Servicesand Real Estate

R

rsmus.com

10,001+ employees

Accounting

Chicago, Illinois

1926

Partnership

432k LinkedIn followers

• 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

Required

• One of the following is required: active CPA license in the state of
• residence; active Enrolled Agent (EA) license; active Attorney license; or a
• pre-approved alternative certification that meets RSM requirements.
• 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

• 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.
• 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
• [careers@rsmus.com].
• 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.
• 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.

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