Private Client Services Senior Associate

Profile

Private Client Services Senior Associate

The candidate will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service: Preparation 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 reviewer’s and client’s expectations. Provide training for interns and entry level staff. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Start providing detailed review of numbers on Tax returns. Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance. Should have 3+ years of recent experience in Public Accounting with an emphasis in taxation. Must have experience with Individual Taxation. Bachelor's degree in Accounting or related field would be desirable. Must be eligible to sit for the CPA Exam – or licensed JD. Understanding of tax code and technical aspects of tax preparation and compliance is required. Should preferable have CPA, JD, or Enrolled Agent Designation. Masters in Accounting is desired. Strong technical skills in accounting and tax preparation and research, review experience a plus

Additional Information

Job ID: req13322

Company info

RSM US LLP.
13355 Noel Rd 8th FloorLB4
Dallas
Texas
United States 75240
Website : https://rsmus.com/