Tax Supervisor 1 - Partner Returns

Position Description

At RSM, Supervisor work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Supervisor work on multiple team engagements each year, including several pieces of any particular assignment not just one part. Working in a mutually respectful team environment helps our Supervisor perform at their best and integrate their career with their personal life.

Requirements:

• Working with high-net-worth 1040 firms domestic partners.
• Review medium/complex tax returns, Form 1040(HNI) and Multi-State Returns.
• Working on returns with multiple state filings, with knowledge on state pass through entity tax credits, state tax credits, reverse tax credit and any state specific additional credits and deductions.
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Achieving target billing and ensuring that projects are completed efficiently within the budgeted time and cost.
• Completing tax planning and research
• Developing strong working relationships with clients built on understanding their needs and challenges
• Staying current on tax legislation relevant to Private Client Service clients
• Developing a general understating of reporting requirements of different entity structures and the compliance process
• Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
• Leveraging tax knowledge and understanding of the tax review process to bring work to finalizing overall return.
• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients

Qualifications and Experience

• 4-6 years experience in public accounting with an emphasis in High Net-Worth Taxation.
• Degree in Accounting or related field (Masters degree a plus).
• Knowledge on tax tools; SurePrep, TaxCaddy and CCH Access.
• Ability to deal with highly confidential information
• Excellent written, verbal communication skills and presentation skills.
• Help to enhance client satisfaction by supporting the design and implementation of process
• Good knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat
• Research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos.
• Supervise tax professionals assignments and manage the day-to-day delivery of tax compliance/ consulting services to the client.
• Develop and motivate tax seniors and associates by reviewing their work and providing them with counseling, leadership, and career guidance.
• Ability to prioritize tasks based on comparative importance and urgency.
• Strong analytical ability and problem-solving skills.