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Private Client Services Manager
Company name
RSM US LLP.
Experience
5 yrs required
Location
Oklahoma City, OK, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Sep 16, 2020
Profile
Private Client Services Manager
Duties: Work with the tax team to do tax technical review of tax 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 and inform senior management of 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.
Additional Information
Job ID: req13334
Company info
RSM US LLP.
531 Couch Drive
Oklahoma City
Oklahoma
United States 73102
Website : https://rsmus.com/
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