Private Client Services Tax Manager

Profile

Private Client Services Tax Manager

The candidate will be a part of Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Will mainly service the high net worth and family office clients. 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 req9861.

Company info

RSM US LLP.
125 S. Dubuque St. Suite 400
Iowa City
Iowa
United States 52240
Website : https://rsmus.com/