Tax Senior Manager - Family office

Overview

Lead the Tax practice within RSM's Family Office Enterprise (FOE) practice, advising family office and multi-generational families on tax matters while guiding the overall direction and growth of the capability.

What you'll do

• 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, including 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.
• Deliver 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.
• Demonstrate alignment with RSM's core values, vision and strategy while empowering people to work together across the firm as an enterprise leader.
• Guide the overall direction and growth of the capability, including workforce planning, talent development, resource utilization, and capability building.
• Drive initiatives that enhance employee experience, strengthen leadership succession, and align capacity with business needs.
• Serve as a senior technical authority, providing expertise on complex issues, promoting technical excellence, and fostering the development of specialized knowledge across the organization.
• Build strong partnerships with business leaders, operational teams, and key stakeholders to ensure effective collaboration and successful execution of strategic priorities.

What you'll need

• Bachelor's degree or Master's degree in accounting or a business-related field.
• EA/CPA license (mandatory).
• Minimum of 10 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.
• Familiarity 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.

Nice to have

• Master's in taxation.
• Experience with trust taxation, partnerships/flow-throughs, or foreign trust reporting.

Details

• Location: Hyderabad.
• Flexibility in schedule offered to balance life's demands while maintaining ability to serve clients.