Federal Tax Associate - Private Client Planning

RSM; Rockford (IL); Hybrid; USD 66,000 - 79,000; Full time

Job summary

RSM is a leading professional services firm serving the middle market, with a focus on private client services and complex tax strategies. The role involves partnering with high net worth families, closely held businesses, estates and trusts to develop tax plans, conduct research, and prepare federal, state and local returns.

The position emphasizes client relations, collaboration, and staying current on tax legislation.

Qualifications

• Bachelor's degree in accounting or business-related field
• CPA, JD or Enrolled Agent designation desirable
• Strong communication skills and collaborative work style
• Excellent client relations and interpersonal skills
• Outstanding organizational skills with ability to handle multiple priorities

Responsibilities

• 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 an understanding of reporting requirements of different entity structures and the compliance process
• Leveraging tax knowledge to bring work to completion for review
• Demonstrating awareness of tax positions through memoranda and documentation
• Staying current on tax legislation relevant to Private Client Service clients

Skills

Communication skills

Team collaboration

Client relations

Organizational skills

Education

Bachelor's degree in accounting or business-related field

Job description

RSM is a leading professional services firm serving the middle market, with a focus on private client services and complex tax strategies. The role involves partnering with high net worth families, closely held businesses, estates and trusts to develop tax plans, conduct research, and prepare federal, state and local returns.

The position emphasizes client relations, collaboration, and staying current on tax legislation.