Tax Manager – Private Client Services

Apply Now >>    

RSM is looking for a dynamic Manager to join our Private Client Services practice in our Seattle office.  As part of the team, the Manager will be responsible for: 


  • Providing timely, high quality client service that meets or exceeds client expectations

  • Recognizing and informing senior management of opportunities to increase level and types of services to clients

  • Keeping abreast of latest developments in tax and the Firm’s standards and policies

  • Ensuring professional development through ongoing education and obtaining additional certifications as appropriate

  • Developing an understanding of client s business and becoming a functional expert in the area


Basic Qualifications

  • Minimum of 5+ years of recent experience in Public Accounting with an emphasis in Family Wealth/Private Client taxation.
  • Preparation and review of individual and trust income tax returns
  • Responsible for client interaction
  • Tax planning and research
  • Experience with  private foundations, trust, estate, and gift tax returns
  • Strong technical skills in accounting and tax preparation
  • Understanding of tax code and technical aspects of tax preparation and compliance
  • Working knowledge of excel, QuickBooks and ProSystems software
  • CPA
  • Bachelors degree in Accounting or related field


Preferred Qualifications:  

  • Experience with S Corporations and Partnerships/LLCs
  • Effective verbal and written communication skills, as well as strong computer skills
  • Ability to handle multiple tasks simultaneously
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements.
  • Experience with a national or large regional accounting firm 
  • Masters of Taxation

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 req4085
Line of Business: Tax Services
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req4085
Location: One Union Square, 600 University St Ste 1100, Seattle, WA US
Region: West Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: No
Apply Now >>