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Date Last Verified
Years of Experience
ProfileSenior Tax Manager- Private Client Services
Qualification and Experience
The candidate should have Bachelors degree. CPA License or JD degree required. Tax Advisory and Estate Planning experience required. Should have 10+ years of progressive tax consulting in Family Wealth Planning or related area in public accounting or consulting. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. Preferred Qualifications: Master's Degree in Taxation or Law Degree desired; Experience working with Private Foundations; Recent public accounting experience required; Ability to establish and maintain strong client relationships; Proven ability to develop new business relationships and expand services to existing clients; Excellent communication skills-both oral and written; Proficiency in Microsoft Office applications required; Experience with tax preparation software required - ProFx, BNA Income Tax Planner, and Go Systems desired; Experience with research tools required - RIA Checkpoint and CCH desired.
Job ID req5341
RSM US LLP.
One Union Square
Suite 1100 , 600 University St.
Seattle, WA 98101