Tax Manager - Family Office - Advisory Services

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally.

There's no one like you and that's why there's nowhere like RSM.

Affluent families and their family offices face increasingly complex challenges in managing, safeguarding, and growing their wealth. Whether derived from successful business ventures or inherited across generations, these families - and their corresponding family offices - often oversee complex multi-entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics, governance structures, succession planning, risk, and reporting requirements.

RSM's Family Office Advisory team serves as a trusted partner, supporting families with defining, refining, and evolving their family office structures and operations. Our services include:

Family Office Creation - Defining the purpose, vision, and operating model for a first-generation family office, ensuring alignment with the family's long-term objectives.

Family Office Redesign & Generational Transition - Redefining the family office's strategy, governance, and operations as it transitions across generations or navigates a structural inflection point (e.g., sale of an operating company, embedded-to-standalone conversion, or generational lift-out).

Family Office Digital Transformation - Developing a comprehensive strategic technology roadmap for the family office and/or conducting targeted search and selection for specific business applications.

Family Office Governance & Succession Planning - Designing and implementing governance frameworks to support ownership transitions, decision-making structures, and next-generation family member engagement.

Family Office Strategic Planning - Advising family office leadership on long-term strategy, operational efficiency, risk management, and enterprise alignment via collaborative whiteboarding sessions.

RSM's Family Office Enterprise team is built on a collaborative model that brings together family office subject matter resources and technical specialists across key functional domains, including accounting, finance, human resources, investment operations, tax, technology, risk, and philanthropy. This allows us to deliver scalable solutions that align with the unique needs of each family.

The Family Office Advisory Manager will play a hands-on role in shaping and executing client service, internal practice development, and thought leadership. In the short term, this individual will focus on supporting proposal generation, client delivery, internal project management, and thought leadership development. Over time, this person will grow into a market-facing leader, actively engaging in business development and playing a key role in the success of the overall practice.

Key Responsibilities for Today

* Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.

* Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office's people, process, technology, and governance.

* Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.

* Contribute to the evolution of RSM's family office advisory offerings, shaping frameworks, methodologies, and best practices.

* Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.

* Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market…