Federal Tax Associate — Flexible Hours & Growth

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

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.