RSM US India | Tax Senior Manager - Family office

Responsibilities

• This role is responsible for guiding the overall direction and growth of the capability, including workforce planning, talent development, resource utilization, and capability building.
• The role is accountable for developing a sustainable, high-performing organization that delivers quality outcomes and supports long-term growth.
• In addition, this position serves as a senior technical authority, providing expertise on complex issues, promoting technical excellence, and fostering the development of specialized knowledge across the organization.
• Demonstrate alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.
• 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.
• 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.

Qualifications

• Exposure to strategic tax planning, business advisory and compliance work.
• 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.
• Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations.
• Experience with trust taxation, partnerships/flow-throughs, or foreign trust reporting.

RSM US LLP

Ira B. McGladrey opened an accounting practice in Cedar Rapids, Iowa, in 1926, and the firm that grew from it, long known as McGladrey, became RSM US LLP in 2015 when it joined other firms in the RSM International network under the RSM brand. Now headquartered in Chicago, it provides assurance, tax and consulting services with a focus on middle-market companies, and since 1 January 2026 it has worked with RSM UK in a transatlantic partnership. In India the firm operates through RSM US Integrated Services India Private Limited, a subsidiary that provides services to the US firm, with offices in Bengaluru, Gurugram, Hyderabad and Kolkata.

Work in India supports RSM's US practice. Tax roles cover US federal, state and local, international, Canada and pass-through tax, hedge funds and real estate, credits and incentives, and accounting methods. Assurance teams serve financial institutions, private equity funds and technology clients and handle review and compilation work; financial consulting spans fund services, property accounting, technical accounting and finance-as-a-service. Postings usually ask for a B.Com, BBA or accounting degree with a CA, CPA or ACCA; many tax roles also accept an Enrolled Agent, and some prefer an MBA or a master's in accounting or taxation.

• Industry: Professional services: assurance, tax and consulting for middle-market companies
• Headquarters: Chicago, United States (RSM US LLP)
• In India: RSM US Integrated Services India Private Limited, a subsidiary of RSM US LLP, with offices in Bengaluru (two sites at Embassy Manyata), Gurugram, Hyderabad and Kolkata