Family Office Tax Manager

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Family Office Tax Manager
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. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements. Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation. Provide leadership, training and career mentorship to staff and supervisor level team members. Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects. Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.

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