Sr. Tax Associate- Private Client Services
Chicago, IL (30 S. Wacker)
Tax
Job Description
Req ID: req35200
Sr. Tax Associate- Private Client Services Summary:
OurPrivate Client Services team is focused on Individual/Personal, Partnership,Trust & Estate/Gift, and Corporate Taxation. As part of this team you willmainly service our high net worth and family office clients.
As a TaxSenior, you will be responsible for the following job duties which are focusedaround two core concepts: your technical and quality expertise and deliveringexcellent 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) up to 75% of your time
- 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 approximately 10% of your timeHandle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance
- Travel to client sites as needed up to 10% of your time
- **Allpercentages may vary based on location, line of business, and client need**
BasicQualifications:
- Minimum of 3+ years of recent experience in Public Accounting with an emphasis in taxation
- Experience with Individual Taxation
- Bachelor's degree in Accounting or related field would be desirable but not required
- Must be eligible to sit for the CPA Exam or licensed JD
- Understanding of tax code and technical aspects of tax preparation and compliance
- Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
PreferredQualifications:
- CPA, JD, or Enrolled Agent Designation
- Masters in Accounting
- Strong technical skills in accounting and tax preparation and research, review experience a plus
- Effective verbal and written communication skills, as well as good computer skills
- Ability to handle multiple tasks simultaneously
- Experience with a national, regional or local accounting firm is a plus
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Location Street Address: 30 South Wacker Dr, STE 3300, Chicago, IL 60606 USA
Region: Great Lakes Region
Position Type: Experienced
Job Type: Full Time
Degree Required: Bachelor
Travel Required: Yes
Sponsor candidates who are not eligible to work in US: Yes
Requisition ID: req35200