Tax Manager – Family Office

Welcome to RSM US, a leading accounting and consulting firm dedicated to helping individuals and businesses achieve their financial goals. We are currently seeking a highly skilled and experienced Tax Manager to join our Family Office team. As a Tax Manager, you will play a crucial role in providing comprehensive tax planning and compliance services to our high net worth clients. This is an exciting opportunity for a talented individual who is passionate about tax strategy and has a strong understanding of the unique needs of family offices. If you are a driven and detail-oriented professional with a deep understanding of tax laws and regulations, we invite you to join our dynamic team.

1. Develop and implement effective tax planning strategies for high net worth clients in the family office sector.
2. Stay up-to-date on tax laws and regulations, and communicate any changes or updates to the team and clients.
3. Conduct thorough tax research and analysis to ensure accuracy and compliance.
4. Collaborate with other team members to provide comprehensive and integrated financial solutions for clients.
5. Prepare and review complex tax returns, including individual, trust, and partnership tax returns.
6. Provide guidance and support to junior team members on tax-related matters.
7. Communicate with clients to gather necessary information and address any tax-related questions or concerns.
8. Identify potential tax issues and provide proactive recommendations to mitigate risks and optimize tax savings for clients.
9. Develop and maintain strong relationships with clients, serving as a trusted advisor and providing exceptional customer service.
10. Monitor and analyze current and future tax implications for clients, and provide strategic tax planning advice accordingly.
11. Ensure timely and accurate completion of all tax-related tasks and deliverables.
12. Maintain confidentiality and adhere to ethical standards in handling sensitive client information.
13. Participate in business development activities, such as attending networking events and identifying new business opportunities.
14. Act as a subject matter expert on tax-related matters and provide guidance and training to team members as needed.
15. Continuously seek opportunities for professional growth and development to stay current in the industry and enhance expertise.

According to JobzMall, the average salary range for a Tax Manager – Family Office in Chicago, IL, USA is $110,000 - $140,000 per year. This range can vary depending on factors such as experience, education, and the specific responsibilities of the job. Additionally, bonuses and other forms of compensation may also impact the overall salary for this role.

RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States and Canada and is a member of the global accounting network RSM International.