Tax - Senior Manager - Trust and Estates

  • Company: RSM US LLP
  • Location: Indianapolis, Indiana
  • Posted: December 08, 2017
  • Reference ID: RSM547

Our Indianapolis office is experiencing strong growth and as a result we are looking to add a Senior Manager for our Family Wealth Services Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services.


  • Provide high level personal financial, income tax and estate/trust planning services
  • Review trust, estate and foundation tax returns
  • Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage and drive the success of multiple engagements
  • Manage all aspects of client accounts and foster client relationships
  • Manage within budgetary and time constraints while providing a high-level of client satisfaction
  • Expand services to existing clients and develop new business relationships
  • Provide appropriate and timely performance feedback to those supervised

Conduct internal training courses or seminars on technical subjects

- An undergraduate or graduate degree in Accounting required
- Master's Degree in Accounting or Taxation or Law desired
- CPA licensure or JD required
- Recent public accounting experience required
- Tax Advisory and Estate Planning experiences required
- 10+ years of experience in dealing with high net worth clients required
- 5+ years of managerial experience required
- Ability to establish and maintain good client relationships
- Proven ability to develop new business relationships and expand services to existing clients.
- Excellent communication skills-both oral and written
- Proficiency in Microsoft Office applications required
- Exposure to Tax preparation and research software required including RIA, CCH, BNA, ProFx desired

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