2021 - Fall - Tax Associate - Private Client Services

PRIVATE CLIENT SERVICE- EXPERIENCED ASSOCIATE

 

Our Private Client Services team is focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation.  As part of this team you will mainly service our high net worth and family office clients. 

 

As a Tax Associate, you will be responsible for the following job duties which are focused around two core concepts:  your technical and quality expertise and delivering excellent client service:

 

- Preparation 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 reviewer’s and client’s expectations
- Recognize and inform senior management of opportunities to increase level and types of services to clients
- Ensure professional development through ongoing education and obtaining additional certifications as appropriate
- Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance
- Travel to client sites as needed
Company
RSM
Posted
07/20/2021
Type
Full time
Location
Waterloo, IA 50701, US