Private Client Services Tax Senior Manager Family Office

Profile

Private Client Services Tax Senior Manager – Family Office

Duties: 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 the 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. Delivers exceptional talent experience by building collaborative teams, and 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.

Additional Information

Req #: req28699

Company info

RSM US LLP.
1400 Post Oak Boulevard Suite 900
Houston
Texas
United States 77056
Phone : 713.625.3500
Website : https://rsmus.com/