Private Client Services Intern
4 days ago
JOB REQUIREMENTS: We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. PRIVATE CLIENT SERVICES INTERN Position Description At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of anyparticular assignment-not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Working withhighnetworthfamilies, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients built on understanding their needsandchallenges Completing tax planning and research Preparing federal and state & local tax returns 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 preparation process to bring work to completion for review 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 Staying current on tax legislation relevant to Private Client Service clients Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travelto assigned client locations may berequired. Must have access to and ability to arrange for use of reliable modes of transportation to those locations. A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work in a multitask and fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your... For full info follow application link. RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/9F4DA13F50FC46E6
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Client Service Associate
4 weeks ago
La Crosse, United States Trust Point Inc. Full timeEXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of...
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Client Service Associate
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La Crosse, United States Trust Point Inc. Full timeEXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of...
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La Crosse, United States Trust Point Inc. Full timeEXPERIENCE OUR CULTURE! JOIN OUR TEAM!Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of benefits...
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Client Service Associate
4 weeks ago
La Crosse, United States Trust Point Inc. Full timeEXPERIENCE OUR CULTURE! JOIN OUR TEAM!Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of benefits...
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