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Tax - General Attorney / Trusts and Estates Attorney in Stamford, CT

RSM US LLP. Jun 16,2022 Jun 05,2019 Location Stamford CT
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In-House

Attorney

Tax - General

Trusts and Estates

Min 8 yrs required

Profile

Tax Senior Manager - Private Client Services The candidate responsibilities will include: Managing and driving the success of multiple engagements. Be client facing and grow practice. Be responsible for revenue generation and managing a book of business. Attracting, developing, and retaining top talent. Keeping lines of communication open with staff and clients. Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction. Anticipating and addressing client concerns and escalating problems as they arise. Initiating "cross selling" business to other practices. Promoting new ideas and business and tax solutions that result in extended services to existing clients. Developing an understanding of client's business or family structure and investments, and becoming a "functional expert" in the area. Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications. Providing appropriate and timely performance feedback to those supervised. Should have 8+ years of continuous recent public accounting or consulting experience in private client services. Must have experience working for a Big 4 or large national, regional or local accounting firm. Should have Bachelor's degree in Accounting. CPA license is required. Must have strong experience with private client services (personal taxation, trust taxation, estate and gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State and Local income (SALT)/Franchise tax for multi-state filers). Exposure to reporting and filings related to foreign assets, investments and holdings would be a plus. Must have experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Exposure to business returns would be a plus. Masters of Taxation, MBA or Law Degree preferred. Must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs.

Additional info

Job ID req9245

Company info