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Years of Experience
Date Last Verified
ProfileTax - Manager The candidate's specific responsibilities will include: Working with clients and tax professionals across the firm to help identify issues and opportunities associated with estate and gift tax planning, business succession planning and charitable planning; Determining appropriate planning or remedial responses; Advising on related filing requirements and proper reporting on Forms 709 and 706; Assisting with the development of service ideas and repeatable models; Writing alerts, articles and other publications. Developing and delivering internal training.
Qualification and Experience
The candidate should have Bachelor's degree in accounting. CPA. Should have 5+ years of experience in public accounting with an emphasis in taxation. Should have 2+ years working in an RSM practice office focusing, estate and gift tax and trust tax compliance and planning. Excellent written and verbal communication skills. Strong research skills. Masters in Tax or Juris Doctor preferred.