Job Details

Tax Manager – Private Client Services

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Organization Type


Job Type


Years of Experience

Min 5 yrs required


Houston, TX

Date Last Verified

Aug 15,2017

Posted on

Jul 01,2017
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Tax Manager – Private Client Services The candidate will be part the Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Mainly, provide service 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; training, professional development, career mentorship and performance feedback for staff; 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. CPA, JD, or Enrolled Agent and 5+ years of recent experience in Public Accounting with an emphasis in taxation (i.e.: Tax Accountant) required. Bachelor's degree in Accounting required. Strong: technical skills in accounting and review of tax returns; experience with Individual Taxation (high net worth aka $10M +) required. Experience: in Trust & Estate planning and Family Office services; with S and C corporation taxation; with family limited partnerships and operating partnerships; with charitable entities required. Understanding of tax code and technical aspects of tax preparation and compliance and ability to work closely with clients to answer questions or to collect necessary information for tax service requirements required. Masters of Accounting preferred. Effective verbal and written communication skills, as well as good computer skills required. Experience with a national, regional or local accounting firm preferred.

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Job ID- RSM328

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