Federal Tax Associate — Private Client & Estates

RSM US LLP; San Antonio (TX); On-site; USD 70,000 - 84,000; Full time

Job summary

RSM US LLP is seeking a tax professional to deliver comprehensive planning, research, and return preparation for high net worth families, closely held businesses, estates, trusts and private foundations. You will build strong client relationships and coordinate with a collaborative team to address complex tax issues.

The role emphasizes staying current on tax legislation and contributing innovative ideas to reduce clients’ effective tax rates.

Qualifications

• Bachelor's degree in accounting or business-related field.
• Coursework to sit for the CPA exam, licensed JD or enrolled agent.
• Excellent written and verbal communication and teamwork.
• Strong organizational skills with ability to manage multiple priorities.

Responsibilities

• Manage tax planning and research for high net worth clients and entities.
• Prepare federal and state and local tax returns.
• Develop relationships with clients to understand needs and provide service.
• Support the tax team in reviewing work papers and documentation.
• Stay current on tax legislation affecting Private Client Service clients.
• Assist in developing innovative tax ideas to reduce effective tax rates.
• Contribute to review processes and client communications.

Skills

Strong communication

Client relations

Organizational skills

Team collaboration

Education

Bachelor's degree in accounting or business-related field

CPA exam coursework eligibility or enrolled agent/JD

Job description

RSM US LLP is seeking a tax professional to deliver comprehensive planning, research, and return preparation for high net worth families, closely held businesses, estates, trusts and private foundations. You will build strong client relationships and coordinate with a collaborative team to address complex tax issues.

The role emphasizes staying current on tax legislation and contributing innovative ideas to reduce clients’ effective tax rates.