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Tax - Senior Manager - Trust and Estates
RSM
Indianapolis, IN, United States
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Our Indianapolis office is experiencing strong growth and as a result we are looking to add a Senior Manager for our Family Wealth Services Tax Practice which provides Personal Financial and Estate Planning Services, Tax Compliance, and Family Office Services.
Responsibilities include, but not limited to:
• Provide high level personal financial, income tax and estate/trust planning services
• Review trust, estate and foundation tax returns
• Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Manage and drive the success of multiple engagements
• Manage all aspects of client accounts and foster client relationships
• Manage within budgetary and time constraints while providing a high-level of client satisfaction
• Expand services to existing clients and develop new business relationships
• Provide appropriate and timely performance feedback to those supervised
Conduct internal training courses or seminars on technical subjects
Basic Qualifications
• An undergraduate or graduate degree in Accounting required
• Master's Degree in Accounting or Taxation or Law desired
• CPA licensure or JD required
• Recent public accounting experience required
• Tax Advisory and Estate Planning experiences required
• 10+ years of experience in dealing with high net worth clients required
• 5+ years of managerial experience required
• Ability to establish and maintain good 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
• Exposure to Tax preparation and research software required including RIA, CCH, BNA, ProFx desired