Tax Manager
1 month ago
We are seeking a highly skilled Tax Manager to join our Ultra-High Net Worth team at RSM. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including high-net-worth families, closely held businesses, estates, trusts, and private foundations.
Key Responsibilities- Prepare and review tax returns, including Form 1040, Trust returns Form 1041, Multi-State Returns, Partnership Form 1065, and S-Corporation Form 1120S.
- Reconcile amounts in documentation provided by clients and identify inconsistencies.
- Develop a general understanding of reporting requirements for different entity structures and the compliance process.
- Leverage tax knowledge and understanding of the tax preparation process to bring work to completion for review.
- Stay current on tax legislation relevant to Private Client Service clients.
- Work closely with USI and U.S. teams to answer questions or collect necessary information for tax service requirements.
- Ensure all checklists and controls are completed.
- Remain up to date on current tax practices and changes in tax law.
- Identify and report all risk and compliance issues, breaches, and suspicious activities.
- 1-2 years of experience in business taxation working for a Big 4 or a large national, regional, or U.S.-based public accounting firm.
- Bachelor's degree and master's degree in accounting (B. Com/BBA, MBA/M. Com).
- Experience preparing workpapers and U.S. tax returns.
- English proficiency - oral and written communication skills.
- Strong computer skills, including proficiency in Microsoft Excel.
- Experience with Go-systems or CCH tax software.
- EA/CPA is preferred.
RSM is an equal opportunities employer and welcomes applications from all qualified candidates. We offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.
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