Federal Tax Partner - Family Office

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.

No two family enterprises are the same. Each reflects a unique combination of family, ownership, businesses, investments, family office structures, philanthropic interests and other assets and priorities. At RSM, we look at the family enterprise as a whole, recognizing that these elements are interconnected and continue to evolve across generations. Our Family Enterprise Practice is grounded in the perspective that there is no one-size-fits-all approach.

We seek to understand the family, what they have built, what matters to them and what they want to accomplish. From there, we bring together capabilities across RSM based on the needs of the broader enterprise, helping families navigate complexity, steward their interests, pursue their goals and sustain their legacy for generations to come. As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients.

Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance;
Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions;
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;
Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations. Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues. Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm. Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.

Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations. Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities. Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience. Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.

Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Bachelor's degree in Accounting or related field from an accredited university. Active CPA license or equivalent professional credential in the state of residence or primary office. Minimum of twelve(12) years of Tax experience in public accounting, with…