Family Wealth HNW Supervisor

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Our Private Client Services team is focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. As part of this team you will mainly service our high net worth and family office clients.

 

As a Tax Supervisor, 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:

 

·         Provide detail review and analysis of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)

·         Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues

·         Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm

·         Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations

·         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

·         Develop, motivate, and train staff level team members

·         Travel to client sites as needed

 

Basic Qualifications:

·         BA/BS Degree – preferably in Accounting or related field of study

·         Minimum of 4 years of experience in a public accounting environment

·         Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

·         Comprehensive understanding of tax law/rules and implications

·         Experience preparing and reviewing returns

·         Experience with Individual Taxation

·         Effective verbal and written communication skills

 

Preferred Qualifications:

·         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


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.
Job ID req2780
Line of Business: Tax Services
SubFunction: Private Client Services
Job Type: Full Time
Req #: req2780
Location: 1185 Ave of the Americas, , New York, NY US
Region: Northeast Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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