Federal Tax Associate (Fall 2027/Winter 2028)

RSM US LLP; Dayton (OH); On-site; USD 62,000 - 74,000; Full time

Job summary

RSM US LLP is seeking a tax professional to support high net worth families, closely held businesses, estates and private foundations within Private Client Services. You will build client relationships and perform tax planning and return preparation.

The role emphasizes compliance, research, and implementing cutting-edge tax ideas in collaboration with a team. CPA/JD/enrolled agent credentials are preferred; sponsorship is not offered.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• Coursework to sit for CPA exam, licensed JD or enrolled agent.
• Strong communication skills (written and verbal) with ability to work in a collaborative team.
• Excellent client relations and interpersonal skills to gather information for engagements.
• Outstanding organizational skills to handle multiple priorities.

Responsibilities

• Working with high net worth families, closely held businesses, estates, trusts and private foundations.
• Developing strong relationships with clients based on understanding their needs and challenges.
• Completing tax planning and research.
• Preparing federal and state & local tax returns.
• Developing understanding of reporting requirements of different entity structures and the compliance process.
• Increasing involvement in developing cutting edge tax ideas to reduce clients’ effective tax rates.
• Using tax knowledge to bring work to completion for review.
• Staying current on tax legislation relevant to Private Client Service clients.

Skills

Strong communication

Client relations

Organizational skills

Team collaboration

Education

Bachelor's degree in accounting or business

CPA/JD/enrolled agent standing

Job description

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, 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.

Responsibilities

• Working withhigh net worthfamilies, closely held businesses, estates, trusts and private foundations
• Developing strong working relationships with clients built on understanding their needsand challenges
• 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 processIncreasing 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 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 https://rsmus.com/careers/working-at-rsm/benefits.

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; 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; US Military/Veteran status; 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 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $61,600 - $73,500