Tax Manager Private Client Service

RSM US   •  

Seattle, WA

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 65 days ago

This job is no longer available.

RSM is looking for a dynamic Manager to join our Private Client Services practice in our Seattle office. As part of the team, the Manager will be responsible for:

  • Providing timely, high quality client service that meets or exceeds client expectations
  • Recognizing and informing senior management of opportunities to increase level and types of services to clients
  • Keeping abreast of latest developments in tax and the Firm’s standards and policies
  • Ensuring professional development through ongoing education and obtaining additional certifications as appropriate
  • Developing an understanding of client s business and becoming a functional expert in the area

Basic Qualifications:

  • Minimum of 5+ years of recent experience in Public Accounting with an emphasis in Family Wealth/Private Client taxation
  • Preparation and review of individual and trust income tax returns
  • Responsible for client interaction
  • Tax planning and research
  • Experience with private foundations, trust, estate, and gift tax returns
  • Strong technical skills in accounting and tax preparation
  • Understanding of tax code and technical aspects of tax preparation and compliance
  • Working knowledge of excel, QuickBooks and ProSystems software
  • CPA
  • Bachelors degree in Accounting or related field

Preferred Qualifications:

  • Experience with S Corporations and Partnerships/LLCs
  • Effective verbal and written communication skills, as well as strong computer skills
  • Ability to handle multiple tasks simultaneously
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Experience with a national or large regional accounting firm
  • Masters of Taxation