- Working with high net worth families, closely held businesses, estates, trusts and private foundations - Developing strong working relationships with clients built on understanding their needs and challenges - Completing tax planning and research - Preparing federal and state & local tax returns - Developing a general understanding 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
Required Qualifications:
- Bachelor’s degree in accounting or business-related field - Required coursework to sit for CPA exam, licensed JD or enrolled agent - Strong communication skills (written and verbal) with the ability to work as part of a collaborative team - Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements - Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Preferred Qualifications:
- CPA, JD or Enrolled Agent designation - LL.M. in Taxation and/or Master’s in Taxation
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 physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **MEMBERS ONLY**SIGN UP NOW***
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at **MEMBERS ONLY**SIGN UP NOW*** or send us an email at **MEMBERS ONLY**SIGN UP NOW***.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Compensation Range: $58,080 - $69,300
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
The Federal Tax Associate at RSM is responsible for working with high net worth families, closely held businesses, estates, trusts and private foundations. They will also be responsible for developing strong working relationships with clients, completing tax planning and research, and preparing federal and state & local tax returns. This position requires a general understanding of reporting requirements of different entity structures and the compliance process, as well as the ability to develop cutting edge tax ideas. The Federal Tax Associate will also stay current on tax legislation relevant to Private Client Service clients and demonstrate an awareness of differing levels of assurance as it relates to tax positions taken.
Responsibilities: - Work with high net worth families, closely held businesses, estates, trusts and private foundations - Develop strong working relationships with clients - Complete tax planning and research - Prepare federal and state & local tax returns - Understand reporting requirements of different entity structures and the compliance process - Develop cutting edge tax ideas to lessen clients' effective tax rates - Stay current on relevant tax legislation - Demonstrate awareness of differing levels of assurance for tax positions taken
Qualifications: - Bachelor’s degree in accounting or business-related field - Required coursework to sit for CPA exam, licensed JD or enrolled agent - Strong communication skills (written and verbal) - Ability to work collaboratively - Excellent client relation and interpersonal skills - Outstanding organizational skills
Preferred Qualifications: - CPA, JD or Enrolled Agent designation - LL.M. in Taxation and/or Master’s in Taxation
At RSM, we value our employees and offer a competitive benefits and compensation package. We prioritize employee wellbeing and offer personalized, holistic programming for physical, emotional, financial and community wellbeing. Our generous time off policy includes at least 14 paid holidays, wellbeing days, and self-managed time off for associates and above.
