Tax - Senior Manager- Private Client Services

  • Company: RSM US LLP
  • Location: Phoenix, Arizona
  • Posted: June 20, 2018
  • Reference ID: RSM340

In this role, you will be part of our Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation.  You will mainly service our high net worth and family office clients.

As a Tax Senior Manager, you will be responsible for the following job duties which are focused around two core concepts:  your technical and quality expertise and delivering excellent client service. 

Oversee multiple tax teams on various engagements to include technical review of returns; Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF))

  • Provide timely, high quality client service that meets or exceeds client expectations
  • Provide training, professional development, career mentorship and performance feedback for staff
  • Provide budgets and coordinate engagements to promote efficient and profitable engagements
  • Recognize opportunities to increase level and types of services to clients
  • Handle routine client tax questions, and work with clients to collect necessary information for tax return completion and compliance
  • Stay informed about Firm capabilities other than tax compliance area, and promote these activities to clients when appropriate
  • Complete research and special projects as needed
  • Converse with taxing authorities and represent the clients on tax notices, audits and other controversy matters
  • Travel to client sites as needed (less than 10%)

Basic Qualifications:

  • CPA, JD, or Enrolled Agent
  • Bachelor's degree in Accounting
  • Minimum of 10 years of recent experience in Public Accounting with an emphasis in taxation
  • Strong technical skills in accounting and review of tax returns
  • Strong experience with Individual Taxation (high net worth aka $10M +)
  • Experience in Trust & Estate planning and Family Office services
  • Experience with S and C corporation taxation
  • Experience with family limited partnerships and operating partnerships
  • Experience with charitable entities
  • Understanding of tax code and technical aspects of tax preparation and compliance
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Ability to handle multiple tasks simultaneously with effective verbal and written communication skills and good computer skills

Preferred Qualifications:

  • Masters of Accounting
  • Experience with a national, regional or local accounting firm is a plus
  • Experience with research tools, RIA Checkpoint and CCH desired

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