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# Tax Technology Manager - FamilySight Implementation

- **Company:** RSM US
- **Location:** New York, NY, United States
- **Experience:** Starter
- **Salary:** $95,400.0 - $180,400.0
- **Contract:** Internship / Graduate position
- **Skills:** Issue Tracking Systems, Tax Compliance Software
- **Published:** October 16, 2026
- **Apply:** https://diversityjobs.com/career/18650221/Tax-Technology-Manager-Familysight-Implementation-New-York-New-York

## About the Role

* Bachelor's degree and 5+ years of client-facing implementation, wealth technology, family office, financial services, or related experience.

 * Excellent client service, relationship management, and service orientation, with a commitment to delivering a high-quality client experience.

 * Demonstrated ability to collaborate with clients, senior management, internal teams, vendors, and global resources in both in-person and remote environments.

 * Strong conceptual, analytical, and problem-solving abilities, with the ability to address complex organizational and implementation challenges.

 * Proficiency in current market technology tools and development, with the ability to learn and leverage new systems.

 * Strong project coordination and organizational skills, including documentation, prioritization, time management, issue tracking, and managing multiple deadlines.

 * Excellent verbal and written communication, meeting facilitation, training, and stakeholder management skills.

 * Ability to work under pressure, manage competing priorities, meet deadlines, and adapt to flexible work requirements.

 * Experience with wealth reporting, family office, or investment operations environments., 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.

## Description

* Build strong client relationships and deliver a white-glove experience throughout implementation and ongoing support.

 * Develop extensive knowledge of FamilySight and RSM's tech-enabled services to effectively support clients and internal teams.

 * Lead end-to-end client implementations, including onboarding, kickoff meetings, project planning, scheduling, testing, documentation, training, and transition readiness.

 * Manage project execution by maintaining plans, tracking issues, monitoring milestones, and providing consistent status reporting and communication to internal and external stakeholders.

 * Coordinate engagement staff, client support teams, vendors, development teams, and offshore resources to ensure deliverables meet agreed-upon specifications and expectations.

 * Facilitate problem solving across clients, internal teams, and vendors by identifying issues, coordinating resolution, and escalating risks when appropriate.

 * Provide ongoing client and internal-team support and education through meetings, demonstrations, video conferencing, phone, email, and training materials.

 * Plan and participate in sales-to-post-sales handoff activities to ensure continuity, clear ownership, and implementation readiness.

 * Support the development of policies, procedures, and training materials associated with new products and implementation processes.