ChicagoRecruiter
the smart solution for Chicago jobs

Private Client Services Manager

Company: RSM
Location: Chicago
Posted on: January 15, 2019

Job Description:

In this role, you will be part of our Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. You will mainly service our high net worth and family office clients. As a Tax Manager, you will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service. 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 Travel to client sites as needed (less than 10%) Basic Qualifications: CPA, JD, or Enrolled Agent Minimum of 5 years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant) Strong technical skills in accounting and review of tax returns Strong experience with Individual Taxation (high net worth aka $10M ) Experience in Trust & Estate planning and Family Office services Experience with S and C corporation taxation Experience with family limited partnerships and operating partnerships Experience with charitable entities Bachelor's degree in Accounting 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 Preferred Qualifications: Masters of Accounting 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 You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Keywords: RSM, Chicago , Private Client Services Manager, Accounting, Auditing , Chicago, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Director of International Tax
Description: Work closely with internal teams and external tax advisors to ensure the business is compliant in its tax filings international, U.S. federal, state, and local Develop and implement the Company's global (more...)
Company: Kraken Digital
Location: Chicago
Posted on: 01/22/2019

Senior Futures and Options Trader
Description: Senior Futures and Options Trader br br Indianapolis / Chicago / New York br br Company Overview br br FOCUSED ON WHAT MATTERS TO OUR PARTNERS AND CLIENTS br br At Delaware Life Insurance (more...)
Company: Delaware Life
Location: Chicago
Posted on: 01/22/2019

Vice President Financial Planning & Analysis
Description: Purpose of Position The Vice President, FP A is responsible for leading the financial planning and analysis team for FTD Companies, reporting to the CFO. The Vice President, FP A will lead financial (more...)
Company: FTD Companies
Location: Chicago
Posted on: 01/22/2019


Portfolio Operations Analyst
Description: Ref ID:01300-0010810188Classification:Portfolio AssistantCompensation: 25.00 to 35.00 per hourDuties and Responsibilities: Reconciliation reconcile large volume of accounts from a wide range of custodians (more...)
Company: Accountemps
Location: Downers Grove
Posted on: 01/22/2019

Registered Financial Associate - Client Services
Description: Description br The Registered Financial Associate - Client Services provides comprehensive support to Portfolio Managers and Investment Advisors. Persons in this role act as a point of contact for clients (more...)
Company: Wintrust Financial
Location: Chicago
Posted on: 01/22/2019

Financial Consultant
Description: Not all financial services companies are the same. Product offerings, producer support, ongoing training and marketing vary widely. With Hoopis Group, you ll get all of these things and more. We want (more...)
Company: Hoopis Group
Location: Chicago
Posted on: 01/22/2019

AR Respresentative (Medical Billing)
Description: Cognizant TechnologySolutions is seeking an AR Representative position available in Lombard,IL. The successful candidatewill be responsible for generating and submitting
Company: Cognizant Technology Solutions
Location: Lombard
Posted on: 01/22/2019

Services/Operations Director
Description: Job Summary br br Leads and directs operations activities for large loss sensitive support teams within the Operational Services department of WWO. Oversees functions supporting large deductibles (more...)
Company: CNA
Location: Chicago
Posted on: 01/22/2019

Accountant II
Description: Accountant IILocation: Schaumburg, ILType: Full TimeMin. Experience: Mid LevelThe Accountant II is responsible for day-to-day general accounting functions which may include supporting and coordinating (more...)
Company: Misumi USA
Location: Schaumburg
Posted on: 01/22/2019

Senior Accountant
Description: Who We Are br DL c is an industry recognized Professional Services Firm that helps companies transform ideas into action, one project at a time. Recognized by Inc. Magazine and the Los Angeles Business (more...)
Company: DLC, LLC
Location: Chicago
Posted on: 01/22/2019

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Chicago RSS job feeds