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Single Family Office Jobs (NOW HIRING)

RSM

Tax Manager - Family Office

Fort Lauderdale, FL

$106K - $139K/yr

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 ...

RSM

Tax Manager - Family Office

Austin, TX · On-site

$110K - $144K/yr

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 ...

RSM

Tax Manager - Family Office

Miami, FL · On-site

$106K - $139K/yr

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 ...

RSM Global

Tax Manager - Family Office

Houston, TX · On-site

$103K - $135K/yr

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 ...

RSM

Tax Manager Family Office

Chicago, IL · On-site

$114K - $150K/yr

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 ...

Carlson Inc

Tax Manager - Family Office

Hopkins, MN · On-site

$130K - $160K/yr

... single-family office serving three generations of family members. The Carlson Family Office ... provides comprehensive services across wealth planning, investment management, tax, insurance, and ...

Freddie Mac

Single Family Software Analyst

Mclean, VA · On-site

The Single-Family Business Technology Office (BTO) within Freddie Mac is searching for driven individuals to join our organization to help us deliver solutions to the business. BTO is building a ...

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Single Family Office information

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$25.5K

$51.5K

$77.5K

How much do single family office jobs pay per year?

As of Aug 15, 2026, the average yearly pay for single family office in the United States is $51,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a single family office role, and why are they important?

To thrive in a Single Family Office, you typically need a strong background in finance, investment management, accounting, or law, often with advanced degrees or relevant certifications such as CFA, CPA, or JD. Familiarity with wealth management systems, financial reporting software, and compliance platforms is common in this environment. Exceptional discretion, attention to detail, and interpersonal skills are vital for managing sensitive matters and building trusted relationships with family members. These skills and qualities are crucial for safeguarding assets, ensuring regulatory compliance, and delivering tailored services that support the family's long-term goals.

What do single family offices do?

A single family office is a private organization that manages the wealth, investments, and financial affairs of a single wealthy family. They handle tasks such as estate planning, investment management, tax strategies, and philanthropy, often employing professionals with expertise in finance, legal, and administrative areas. The role requires strong organizational skills and knowledge of financial markets and legal compliance.

What are some common challenges faced when working in a single family office environment?

Working in a Single Family Office often involves managing highly personalized financial and administrative needs for an individual or family, which can present unique challenges. Employees may need to adapt to shifting priorities, maintain strict confidentiality, and handle complex, multi-faceted tasks ranging from investments to estate planning. The work environment is typically smaller and more intimate than in larger firms, leading to close collaboration with family members and advisors, but also requiring a high level of discretion and trust. Additionally, the dynamic nature of family interests means team members must be flexible and proactive in addressing new requests or changes in direction.

What is a single family office?

A single family office (SFO) is a private organization established to manage the financial, investment, and personal affairs of one wealthy family. SFOs typically handle everything from investment management, estate planning, and tax services to concierge services and philanthropy. The goal is to centralize and streamline the family's financial and administrative affairs, offering personalized solutions and confidentiality. Unlike multi-family offices, SFOs serve only one family, providing a high degree of customization and privacy.
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Single Family Office jobs near you
Infographic showing various Single Family Office job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $51,476 per year, or $24.7 per hour.

Tax Manager - Family Office

RSM

Fort Lauderdale, FL

$106K - $139K/yr

Full-time

Re-posted 15 days ago

Job description

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.

RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing

Our community of professionals is focused on your success. As part of the team, you will have the followingtosupport you in your professional journey:

  • Exposure to strategic tax planning, business advisory and compliance work

  • A customized well-defined career path to match your professional goals

  • Access to specialized trainings and programs, cutting edge technology, annual goal setting, performance advisors and coaches with real time feedback for developmental growth

As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service:

  • 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

  • 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

  • Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation

  • Provide leadership, training and career mentorship to staff and supervisor level team members

  • Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

  • Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Basic Qualifications:

  • Bachelor's degree in accounting or business-related field

  • CPA, EA, or JD required

  • Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation. Most recent years should include experience in managing client engagements

  • Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications

  • Familiar with multi-state taxation

  • Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications:

  • Experience with private client or business taxation with a desire to grow skills in the private client family office arena

  • Experience working with family office clients or experience working in a family office

  • Experience with gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $95,400 - $180,400

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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