CPA-Track Private Client Tax Associate — Hybrid

First Roles; United States; Hybrid; USD 63,000 - 76,000; Full time

Job summary

RSM, a leading provider of professional services, seeks a tax associate for private client services. You will work with high-net-worth families, estates, trusts and foundations, performing planning, research, and returns preparation. You’ll build strong client relationships and collaborate across teams while delivering compliant, innovative tax ideas.

Travel to client locations may be required. The firm emphasizes a hybrid work style, offering a competitive benefits package and opportunities for

Qualifications

• Minimum BA/BS degree or equivalent; accounting major.
• Travel to client locations may be required with reliable transportation.
• Preferred GPA 3.0 or higher.

Responsibilities

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Developing client relationships built on understanding needs and challenges.
• Completing tax planning and research.
• Preparing federal and state and local tax returns.
• Understanding reporting requirements of different entity structures and compliance.
• Developing cutting-edge tax ideas to reduce clients' effective tax rates.
• Bringing work to completion for review via memoranda and documentation.
• Staying current on tax legislation relevant to Private Client Service clients.

Skills

Written communication

Verbal communication

Teamwork

Time management

Education

Bachelor's degree (BA/BS)

Accounting major

Tools

Microsoft Excel

Job description

RSM, a leading provider of professional services, seeks a tax associate for private client services. You will work with high-net-worth families, estates, trusts and foundations, performing planning, research, and returns preparation. You’ll build strong client relationships and collaborate across teams while delivering compliant, innovative tax ideas.

Travel to client locations may be required. The firm emphasizes a hybrid work style, offering a competitive benefits package and opportunities for